-21.9%
ISRG vs BN
-7.9%
-14.0%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.3% | -0.9% | -1.7% |
| 7D | +2.1% | +4.3% | -2.2% | +0.5% |
| 30D | +6.2% | +14.3% | -8.1% | +0.8% |
| 3M | +14.4% | -4.1% | +18.5% | +16.1% |
| 6M | 0.0% | -9.7% | +9.7% | +3.1% |
| YTD | -20.5% | -7.1% | -13.4% | -19.7% |
| 1Y | -21.9% | -7.4% | -14.5% | -21.0% |
| All | -21.9% | -7.9% | -14.0% | -21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 BN 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