+62.2%
ISRG vs RBA
+51.9%
+10.3%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.4% | -2.7% | -2.4% |
| 7D | +2.1% | +3.2% | -1.1% | +1.2% |
| 30D | +6.2% | +12.0% | -5.9% | +2.5% |
| 3M | +14.4% | +2.9% | +11.5% | +13.2% |
| 6M | 0.0% | -6.3% | +6.3% | +1.2% |
| YTD | -20.5% | -5.9% | -14.7% | -20.3% |
| 1Y | -21.9% | -3.9% | -18.0% | -22.3% |
| 3Y | +62.2% | +64.9% | -2.7% | +34.7% |
| All | +62.2% | +51.9% | +10.3% | +34.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling