+2.0%
ISRG vs HAS
+13.4%
-11.4%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.7% |
| 7D | -1.6% | -1.8% | +0.2% | -1.0% |
| 30D | -2.3% | +2.3% | -4.5% | -3.0% |
| 3M | -12.4% | +10.4% | -22.8% | -15.5% |
| 6M | -26.8% | -3.2% | -23.6% | -26.6% |
| YTD | -35.3% | +15.4% | -50.7% | -39.2% |
| 1Y | -19.3% | +18.8% | -38.1% | -25.1% |
| 3Y | +18.1% | +43.9% | -25.8% | +0.5% |
| All | +2.0% | +13.4% | -11.4% | +1.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling