+370.1%
ISRG vs BTI
+68.1%
+302.0%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.4% | +1.4% |
| 7D | -5.0% | -2.4% | -2.6% | -4.2% |
| 30D | -10.2% | -4.8% | -5.4% | -8.8% |
| 3M | -17.2% | -8.1% | -9.1% | -15.1% |
| 6M | -28.4% | -4.2% | -24.2% | -27.9% |
| YTD | -37.6% | -1.3% | -36.3% | -38.0% |
| 1Y | -24.4% | +2.1% | -26.6% | -25.9% |
| 3Y | +18.4% | +108.9% | -90.5% | -12.6% |
| 5Y | -1.0% | +114.5% | -115.4% | -28.4% |
| 10Y | +370.1% | +72.2% | +297.9% | +214.4% |
| All | +370.1% | +68.1% | +302.0% | +214.4% |
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