+537.3%
ISRG vs BTI
+125.1%
+412.2%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.2% | -3.5% | -2.7% |
| 7D | +2.1% | -0.1% | +2.2% | +2.2% |
| 30D | +6.2% | +9.6% | -3.4% | +3.0% |
| 3M | +14.4% | +8.3% | +6.1% | +11.3% |
| 6M | 0.0% | +7.5% | -7.5% | -2.9% |
| YTD | -20.5% | +12.3% | -32.8% | -24.3% |
| 1Y | -21.9% | +16.2% | -38.1% | -26.6% |
| 3Y | +62.2% | +148.0% | -85.8% | +13.2% |
| 5Y | +25.2% | +153.2% | -128.1% | -14.2% |
| 10Y | +537.3% | +128.2% | +409.1% | +288.7% |
| All | +537.3% | +125.1% | +412.2% | +288.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 10y: compounded portfolio wealth divided by compounded BTI 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…
10y analysis · Full analysis span regression · 6 months rolling