+536.3%
ISRG vs BUD
-8.7%
+545.0%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.3% | +0.4% | +1.2% |
| 7D | +5.4% | +1.3% | +4.1% | +4.9% |
| 30D | +8.6% | +10.0% | -1.4% | +5.0% |
| 3M | +21.6% | +1.6% | +20.0% | +20.6% |
| 6M | +2.3% | +6.5% | -4.2% | -0.5% |
| YTD | -18.7% | +34.8% | -53.5% | -28.1% |
| 1Y | -17.8% | +36.5% | -54.2% | -27.7% |
| 3Y | +69.1% | +49.0% | +20.1% | +41.3% |
| 5Y | +26.5% | +51.7% | -25.2% | +3.7% |
| 10Y | +536.3% | -7.5% | +543.8% | +461.8% |
| All | +536.3% | -8.7% | +545.0% | +461.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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