-23.2%
ISRG vs BTG
+22.2%
-45.3%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.2% | +2.1% | -1.7% |
| 7D | -6.1% | -5.9% | -0.2% | -5.5% |
| 30D | +4.2% | -5.0% | +9.2% | +4.5% |
| 3M | +9.6% | -4.5% | +14.1% | +9.5% |
| 6M | +1.9% | -7.0% | +8.9% | +1.3% |
| YTD | -22.3% | +11.4% | -33.7% | -24.6% |
| 1Y | -23.2% | +20.1% | -43.3% | -26.5% |
| All | -23.2% | +22.2% | -45.3% | -26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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