+536.3%
ISRG vs RBA
+236.6%
+299.7%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.4% | -0.7% | +0.9% |
| 7D | +5.4% | +2.5% | +2.9% | +4.6% |
| 30D | +8.6% | +11.6% | -2.9% | +4.7% |
| 3M | +21.6% | +1.5% | +20.1% | +20.5% |
| 6M | +2.3% | -6.6% | +9.0% | +3.6% |
| YTD | -18.7% | -6.3% | -12.4% | -18.2% |
| 1Y | -17.8% | -4.0% | -13.8% | -18.1% |
| 3Y | +69.1% | +47.3% | +21.8% | +43.6% |
| 5Y | +26.5% | +47.7% | -21.2% | +4.3% |
| 10Y | +536.3% | +224.7% | +311.5% | +277.6% |
| All | +536.3% | +236.6% | +299.7% | +277.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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