+539.2%
ISRG vs HAL
-13.9%
+553.1%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.1% | -2.3% | +0.2% |
| 7D | -2.0% | +6.1% | -8.1% | -3.2% |
| 30D | +5.6% | +2.9% | +2.7% | +4.8% |
| 3M | +10.5% | +3.3% | +7.2% | +9.4% |
| 6M | +2.6% | -16.9% | +19.5% | +5.7% |
| YTD | -21.7% | +21.2% | -42.9% | -26.0% |
| 1Y | -21.6% | +27.5% | -49.1% | -26.7% |
| 3Y | +57.0% | -6.4% | +63.5% | +52.5% |
| 5Y | +25.0% | +58.0% | -33.0% | +3.8% |
| All | +539.2% | -13.9% | +553.1% | +383.4% |
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