+17,983.8%
ISRG vs HAS
+951.9%
+17,031.9%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.7% |
| 7D | -1.6% | -1.8% | +0.2% | -0.9% |
| 30D | -2.3% | +2.3% | -4.5% | -3.1% |
| 3M | -12.4% | +10.4% | -22.8% | -15.7% |
| 6M | -26.8% | -3.2% | -23.6% | -26.7% |
| YTD | -35.3% | +15.4% | -50.7% | -39.3% |
| 1Y | -19.3% | +18.8% | -38.1% | -25.1% |
| 3Y | +18.1% | +43.9% | -25.8% | -0.9% |
| 5Y | +2.6% | +13.9% | -11.3% | -8.0% |
| 10Y | +379.4% | +56.4% | +323.0% | +251.1% |
| All | +17,983.8% | +951.9% | +17,031.9% | +5,866.4% |
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