-23.2%
ISRG vs BLDR
-44.0%
+20.9%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -3.6% | +1.4% | -1.5% |
| 7D | -6.1% | -8.2% | +2.1% | -4.6% |
| 30D | +4.2% | +16.3% | -12.0% | +1.7% |
| 3M | +9.6% | -17.0% | +26.6% | +12.9% |
| 6M | +1.9% | -17.4% | +19.3% | +4.6% |
| YTD | -22.3% | -41.6% | +19.2% | -18.2% |
| 1Y | -23.2% | -43.5% | +20.4% | -19.1% |
| All | -23.2% | -44.0% | +20.9% | -19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 1y: compounded portfolio wealth divided by compounded BLDR 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…
1y analysis · Full analysis span regression · 6 months rolling