+69.0%
ISRG vs HAS
+182.9%
-113.9%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.7% | -1.1% | -2.4% |
| 7D | +4.4% | 0.0% | +4.4% | +4.5% |
| 30D | +15.8% | +31.3% | -15.6% | +7.5% |
| 3M | +24.9% | +32.1% | -7.2% | +15.8% |
| 6M | +3.8% | +28.1% | -24.3% | -3.4% |
| YTD | -17.3% | +49.1% | -66.4% | -26.6% |
| 1Y | -14.6% | +60.5% | -75.1% | -25.9% |
| All | +69.0% | +182.9% | -113.9% | +26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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