-21.9%
ISRG vs IBB
+36.9%
-58.8%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.2% | -1.8% |
| 7D | +2.1% | +0.8% | +1.3% | +1.8% |
| 30D | +6.2% | +5.2% | +1.0% | +3.7% |
| 3M | +14.4% | +8.6% | +5.8% | +10.1% |
| 6M | 0.0% | +27.8% | -27.8% | -11.0% |
| YTD | -20.5% | +28.8% | -49.3% | -30.0% |
| 1Y | -21.9% | +36.4% | -58.3% | -32.5% |
| All | -21.9% | +36.9% | -58.8% | -32.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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