+132.4%
HOOD vs ISRG
+39.6%
+92.8%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -3.4% | +6.6% | +5.7% |
| 7D | -4.8% | +4.8% | -9.6% | -8.4% |
| 30D | -26.1% | +9.2% | -35.4% | -31.3% |
| 3M | -10.8% | +21.2% | -32.0% | -23.7% |
| 6M | +2.4% | +0.2% | +2.1% | -1.8% |
| YTD | -28.5% | -20.1% | -8.4% | -16.8% |
| 1Y | -36.3% | -17.3% | -19.0% | -27.8% |
| 3Y | +743.7% | +63.3% | +680.4% | +491.1% |
| 5Y | +118.6% | +24.1% | +94.5% | +45.1% |
| All | +132.4% | +39.6% | +92.8% | +102.3% |
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