+250.7%
HOOD vs ISRG
+13.1%
+237.6%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.8% | -1.2% | -1.5% |
| 7D | +17.1% | -1.6% | +18.7% | +18.5% |
| 30D | +31.6% | -2.3% | +33.8% | +33.5% |
| 3M | +38.2% | -12.4% | +50.7% | +48.9% |
| 6M | +48.5% | -26.8% | +75.4% | +84.6% |
| YTD | +8.0% | -35.3% | +43.2% | +48.4% |
| 1Y | +18.7% | -19.3% | +38.0% | +34.8% |
| 3Y | +999.1% | +18.1% | +981.0% | +884.9% |
| 5Y | +181.7% | +2.6% | +179.0% | +108.1% |
| All | +250.7% | +13.1% | +237.6% | +261.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling