+6,870.0%
ISRG vs BLDR
+414.6%
+6,455.4%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.5% | -3.4% | -1.3% |
| 7D | -1.6% | -2.8% | +1.3% | -1.1% |
| 30D | -2.3% | -13.3% | +11.0% | +0.1% |
| 3M | -12.4% | -12.3% | -0.2% | -10.8% |
| 6M | -26.8% | -31.5% | +4.6% | -22.5% |
| YTD | -35.3% | -36.1% | +0.8% | -30.9% |
| 1Y | -19.3% | -54.1% | +34.8% | -9.2% |
| 3Y | +18.1% | -55.8% | +73.9% | +30.0% |
| 5Y | +2.6% | +20.7% | -18.1% | -6.7% |
| 10Y | +379.4% | +390.2% | -10.8% | +224.3% |
| All | +6,870.0% | +414.6% | +6,455.4% | +2,671.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling