+69.1%
ISRG vs HAS
+204.3%
-135.2%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.7% | 0.0% | +1.3% |
| 7D | +5.4% | +2.2% | +3.3% | +4.9% |
| 30D | +8.6% | +29.6% | -20.9% | +1.3% |
| 3M | +21.6% | +30.3% | -8.7% | +13.2% |
| 6M | +2.3% | +25.6% | -23.3% | -4.2% |
| YTD | -18.7% | +50.8% | -69.5% | -28.0% |
| 1Y | -17.8% | +63.0% | -80.8% | -28.9% |
| 3Y | +69.1% | +211.6% | -142.5% | +26.9% |
| All | +69.1% | +204.3% | -135.2% | +26.9% |
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