+23.9%
ISRG vs HAL
+41.5%
-17.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.3% | -3.1% | -3.3% |
| 7D | +4.8% | -12.0% | +16.8% | +6.7% |
| 30D | +9.2% | +0.3% | +9.0% | +9.0% |
| 3M | +21.2% | -1.6% | +22.8% | +21.0% |
| 6M | +0.2% | -20.5% | +20.7% | +3.4% |
| YTD | -20.1% | +14.2% | -34.3% | -23.2% |
| 1Y | -17.3% | +18.9% | -36.2% | -21.2% |
| 3Y | +63.3% | -13.7% | +77.0% | +58.6% |
| All | +23.9% | +41.5% | -17.6% | +2.9% |
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