+57.0%
ISRG vs HAL
-5.8%
+62.8%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.1% | -2.3% | +0.5% |
| 7D | -2.0% | +6.1% | -8.1% | -2.7% |
| 30D | +5.6% | +2.9% | +2.7% | +5.1% |
| 3M | +10.5% | +3.3% | +7.2% | +9.8% |
| 6M | +2.6% | -16.9% | +19.5% | +5.0% |
| YTD | -21.7% | +21.2% | -42.9% | -25.5% |
| 1Y | -21.6% | +27.5% | -49.1% | -26.2% |
| 3Y | +57.0% | -6.4% | +63.5% | +36.8% |
| All | +57.0% | -5.8% | +62.8% | +36.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling