-20.1%
ISRG vs RBA
-4.2%
-15.9%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.4% | -0.7% | +1.2% |
| 7D | +5.4% | +2.5% | +2.9% | +4.9% |
| 30D | +8.6% | +11.6% | -2.9% | +6.2% |
| 3M | +21.6% | +1.5% | +20.1% | +21.1% |
| 6M | +2.3% | -6.6% | +9.0% | +3.3% |
| YTD | -18.7% | -6.3% | -12.4% | -18.0% |
| All | -20.1% | -4.2% | -15.9% | -19.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling