-17.3%
ISRG vs BUD
+36.0%
-53.3%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.5% | -1.9% | -3.2% |
| 7D | +4.8% | +4.5% | +0.4% | +4.5% |
| 30D | +9.2% | +12.5% | -3.3% | +8.8% |
| 3M | +21.2% | 0.0% | +21.2% | +20.5% |
| 6M | +0.2% | +3.8% | -3.6% | -0.6% |
| YTD | -20.1% | +33.1% | -53.1% | -21.6% |
| 1Y | -17.3% | +35.5% | -52.8% | -18.8% |
| All | -17.3% | +36.0% | -53.3% | -18.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling