-19.3%
ISRG vs HAL
+74.7%
-94.0%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.6% | -0.3% | -0.8% |
| 7D | -1.6% | +2.9% | -4.5% | -1.7% |
| 30D | -2.3% | +17.0% | -19.3% | -2.8% |
| 3M | -12.4% | -9.7% | -2.8% | -11.3% |
| 6M | -26.8% | +8.6% | -35.5% | -27.7% |
| YTD | -35.3% | +33.0% | -68.2% | -38.5% |
| 1Y | -19.3% | +68.3% | -87.6% | -26.2% |
| All | -19.3% | +74.7% | -94.0% | -26.2% |
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