+23,005.1%
ISRG vs HAS
+1,259.0%
+21,746.1%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.7% | -1.1% | -2.2% |
| 7D | +4.4% | 0.0% | +4.4% | +4.5% |
| 30D | +15.8% | +31.3% | -15.6% | +5.0% |
| 3M | +24.9% | +32.1% | -7.2% | +12.9% |
| 6M | +3.8% | +28.1% | -24.3% | -5.7% |
| YTD | -17.3% | +49.1% | -66.4% | -29.2% |
| 1Y | -14.6% | +60.5% | -75.1% | -28.9% |
| 3Y | +68.2% | +183.9% | -115.7% | +10.8% |
| 5Y | +28.4% | +51.2% | -22.8% | +4.1% |
| 10Y | +528.0% | +105.3% | +422.8% | +317.7% |
| All | +23,005.1% | +1,259.0% | +21,746.1% | +6,851.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling