+17,983.8%
ISRG vs BTI
+3,552.4%
+14,431.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.3% | -0.5% |
| 7D | -1.6% | -1.4% | -0.2% | -1.1% |
| 30D | -2.3% | -6.6% | +4.3% | -0.1% |
| 3M | -12.4% | -3.0% | -9.5% | -11.8% |
| 6M | -26.8% | -6.7% | -20.2% | -25.5% |
| YTD | -35.3% | +0.6% | -35.8% | -36.1% |
| 1Y | -19.3% | +5.6% | -24.9% | -21.8% |
| 3Y | +18.1% | +110.3% | -92.2% | -12.9% |
| 5Y | +2.6% | +114.3% | -111.6% | -25.5% |
| 10Y | +379.4% | +67.7% | +311.8% | +263.2% |
| All | +17,983.8% | +3,552.4% | +14,431.4% | +10,545.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling