+22,612.5%
ISRG vs HAL
+103.1%
+22,509.5%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.6% | +1.7% |
| 7D | +5.4% | -7.9% | +13.3% | +7.4% |
| 30D | +8.6% | -2.1% | +10.7% | +8.9% |
| 3M | +21.6% | +0.4% | +21.1% | +20.9% |
| 6M | +2.3% | -19.2% | +21.6% | +6.5% |
| YTD | -18.7% | +14.4% | -33.0% | -22.6% |
| 1Y | -17.8% | +18.0% | -35.7% | -22.4% |
| 3Y | +69.1% | -9.7% | +78.8% | +65.4% |
| 5Y | +26.5% | +40.1% | -13.7% | +6.4% |
| 10Y | +536.3% | -19.1% | +555.4% | +426.4% |
| All | +22,612.5% | +103.1% | +22,509.5% | +12,213.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling