-3.0%
ISRG vs BIIB
-35.6%
+32.7%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIIB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.8% | -0.7% | -3.5% |
| 7D | -5.2% | -1.6% | -3.5% | -4.7% |
| 30D | -7.6% | +2.2% | -9.8% | -8.1% |
| 3M | -16.4% | +10.3% | -26.7% | -18.6% |
| 6M | -28.6% | +14.9% | -43.5% | -31.5% |
| YTD | -38.2% | +20.7% | -58.9% | -41.7% |
| 1Y | -25.5% | +50.3% | -75.8% | -33.9% |
| 3Y | +17.4% | -18.0% | +35.4% | +20.9% |
| 5Y | -3.0% | -33.9% | +31.0% | +2.9% |
| All | -3.0% | -35.6% | +32.7% | +2.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BIIB.
Daily Out/Under-Performance
Portfolio return minus BIIB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIIB 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 5y: compounded portfolio wealth divided by compounded BIIB 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…
5y analysis · Full analysis span regression · 6 months rolling