+537.3%
ISRG vs BUD
-4.3%
+541.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.1% | -3.4% | -2.7% |
| 7D | +2.1% | +6.0% | -3.9% | +0.1% |
| 30D | +6.2% | +11.3% | -5.1% | +2.2% |
| 3M | +14.4% | +3.6% | +10.8% | +12.7% |
| 6M | 0.0% | +7.7% | -7.7% | -3.1% |
| YTD | -20.5% | +36.4% | -56.9% | -30.0% |
| 1Y | -21.9% | +37.8% | -59.7% | -31.5% |
| 3Y | +62.2% | +51.2% | +10.9% | +34.8% |
| 5Y | +25.2% | +53.4% | -28.2% | +2.3% |
| 10Y | +537.3% | -3.2% | +540.5% | +454.7% |
| All | +537.3% | -4.3% | +541.6% | +454.7% |
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