+0.1%
HOOD vs ISRG
-25.0%
+25.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | -4.5% | +0.6% | -1.7% |
| 7D | +13.4% | -5.2% | +18.5% | +16.3% |
| 30D | +25.8% | -7.6% | +33.3% | +30.5% |
| 3M | +38.0% | -16.4% | +54.3% | +49.2% |
| 6M | +52.2% | -28.6% | +80.8% | +83.2% |
| YTD | +3.7% | -38.2% | +41.9% | +32.4% |
| 1Y | +0.1% | -25.5% | +25.5% | +25.7% |
| All | +0.1% | -25.0% | +25.0% | +25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ISRG.
Daily Out/Under-Performance
Portfolio return minus ISRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ISRG 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 ISRG 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