-19.3%
ISRG vs BNY
+59.6%
-78.9%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.2% | -0.9% |
| 7D | -1.6% | +1.4% | -3.0% | -2.0% |
| 30D | -2.3% | +3.8% | -6.1% | -3.4% |
| 3M | -12.4% | +14.9% | -27.4% | -15.6% |
| 6M | -26.8% | +40.3% | -67.2% | -34.0% |
| YTD | -35.3% | +43.8% | -79.0% | -42.0% |
| 1Y | -19.3% | +58.9% | -78.2% | -29.6% |
| All | -19.3% | +59.6% | -78.9% | -29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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