+3,194.1%
ISRG vs BND
+75.9%
+3,118.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.1% | -0.1% |
| 7D | -6.8% | -0.6% | -6.2% | -6.6% |
| 30D | +5.1% | +1.6% | +3.5% | +4.8% |
| 3M | +12.0% | -0.5% | +12.5% | +12.2% |
| 6M | +7.0% | -1.1% | +8.1% | +7.3% |
| YTD | -20.6% | -0.7% | -19.9% | -20.5% |
| 1Y | -21.4% | -0.7% | -20.8% | -21.3% |
| 3Y | +62.0% | +14.4% | +47.6% | +58.4% |
| 5Y | +28.1% | -1.1% | +29.2% | +22.7% |
| 10Y | +550.7% | +17.9% | +532.8% | +575.7% |
| All | +3,194.1% | +75.9% | +3,118.1% | +3,042.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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