-10.5%
ISRG vs HALO
+92.7%
-103.2%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +1.3% | +8.0% | +9.1% |
| 7D | +8.5% | +0.2% | +8.3% | +8.5% |
| 30D | +18.6% | +20.3% | -1.7% | +14.8% |
| 3M | +30.9% | +56.6% | -25.7% | +20.2% |
| 6M | +6.6% | +101.9% | -95.3% | -7.3% |
| YTD | -14.9% | +93.7% | -108.5% | -26.6% |
| 1Y | -10.5% | +91.5% | -102.1% | -23.0% |
| All | -10.5% | +92.7% | -103.2% | -23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HALO.
Daily Out/Under-Performance
Portfolio return minus HALO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HALO 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 1y: compounded portfolio wealth divided by compounded HALO 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…
1y analysis · Full analysis span regression · 6 months rolling