-3.0%
ISRG vs HAL
+101.7%
-104.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.7% | -3.8% | -4.4% |
| 7D | -5.2% | +0.5% | -5.6% | -5.2% |
| 30D | -7.6% | +15.9% | -23.5% | -9.6% |
| 3M | -16.4% | -8.7% | -7.6% | -15.3% |
| 6M | -28.6% | +9.0% | -37.6% | -30.0% |
| YTD | -38.2% | +32.0% | -70.2% | -41.6% |
| 1Y | -25.5% | +72.5% | -98.0% | -32.9% |
| 3Y | +17.4% | -4.5% | +22.0% | +12.6% |
| 5Y | -3.0% | +109.7% | -112.6% | -17.5% |
| All | -3.0% | +101.7% | -104.6% | -17.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling