+17,983.8%
ISRG vs BEN
+643.1%
+17,340.7%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +3.5% | -4.4% | -2.4% |
| 7D | -1.6% | +0.2% | -1.8% | -1.8% |
| 30D | -2.3% | -0.5% | -1.7% | -2.2% |
| 3M | -12.4% | +9.7% | -22.2% | -16.2% |
| 6M | -26.8% | +33.9% | -60.7% | -36.4% |
| YTD | -35.3% | +49.0% | -84.2% | -46.6% |
| 1Y | -19.3% | +42.1% | -61.4% | -32.2% |
| 3Y | +18.1% | +51.9% | -33.7% | -7.3% |
| 5Y | +2.6% | +39.0% | -36.4% | -18.0% |
| 10Y | +379.4% | +57.9% | +321.6% | +222.9% |
| All | +17,983.8% | +643.1% | +17,340.7% | +5,188.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded BEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling