+17,320.1%
ISRG vs BNY
+530.4%
+16,789.6%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.1% | +1.0% |
| 7D | -5.0% | +0.3% | -5.3% | -5.1% |
| 30D | -10.2% | +1.9% | -12.1% | -10.9% |
| 3M | -17.2% | +13.9% | -31.1% | -21.4% |
| 6M | -28.4% | +42.3% | -70.7% | -37.8% |
| YTD | -37.6% | +41.8% | -79.5% | -45.8% |
| 1Y | -24.4% | +57.9% | -82.4% | -37.2% |
| 3Y | +18.4% | +290.7% | -272.3% | -30.9% |
| 5Y | -1.0% | +252.3% | -253.2% | -40.5% |
| 10Y | +370.1% | +412.8% | -42.7% | +135.9% |
| All | +17,320.1% | +530.4% | +16,789.6% | +8,671.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling