-19.0%
ISRG vs BNY
+59.3%
-78.3%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | 0.0% | +2.4% | +2.4% |
| 7D | +0.7% | -1.3% | +2.0% | +1.1% |
| 30D | -8.0% | -0.2% | -7.8% | -8.0% |
| 3M | -10.6% | +14.9% | -25.5% | -13.8% |
| 6M | -25.1% | +40.0% | -65.1% | -32.6% |
| YTD | -34.8% | +42.0% | -76.8% | -41.6% |
| 1Y | -19.0% | +56.9% | -75.9% | -29.5% |
| All | -19.0% | +59.3% | -78.3% | -29.5% |
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