-10.5%
ISRG vs HAL
+25.6%
-36.1%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -3.1% | +12.5% | +9.0% |
| 7D | +8.5% | -7.7% | +16.3% | +7.7% |
| 30D | +18.6% | +0.7% | +17.9% | +18.6% |
| 3M | +30.9% | +2.5% | +28.5% | +30.9% |
| 6M | +6.6% | -20.7% | +27.3% | +5.9% |
| YTD | -14.9% | +18.4% | -33.3% | -15.6% |
| 1Y | -10.5% | +25.6% | -36.1% | -11.7% |
| All | -10.5% | +25.6% | -36.1% | -11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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