+536.3%
ISRG vs HAL
-18.5%
+554.8%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.6% | +1.7% |
| 7D | +5.4% | -7.9% | +13.3% | +7.1% |
| 30D | +8.6% | -2.1% | +10.7% | +8.9% |
| 3M | +21.6% | +0.4% | +21.1% | +21.0% |
| 6M | +2.3% | -19.2% | +21.6% | +6.0% |
| YTD | -18.7% | +14.4% | -33.0% | -22.2% |
| 1Y | -17.8% | +18.0% | -35.7% | -22.0% |
| 3Y | +69.1% | -9.7% | +78.8% | +65.3% |
| 5Y | +26.5% | +40.1% | -13.7% | +7.7% |
| 10Y | +536.3% | -19.1% | +555.4% | +384.2% |
| All | +536.3% | -18.5% | +554.8% | +384.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling