+539.2%
ISRG vs HBAN
+102.9%
+436.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.6% | +0.3% | +0.6% |
| 7D | -2.0% | +2.3% | -4.3% | -2.8% |
| 30D | +5.6% | +4.8% | +0.8% | +4.0% |
| 3M | +10.5% | -10.1% | +20.6% | +14.4% |
| 6M | +2.6% | +5.0% | -2.4% | +0.8% |
| YTD | -21.7% | -6.1% | -15.5% | -20.5% |
| 1Y | -21.6% | +4.6% | -26.1% | -23.3% |
| 3Y | +57.0% | +74.9% | -17.9% | +27.1% |
| 5Y | +25.0% | +21.4% | +3.5% | +11.5% |
| All | +539.2% | +102.9% | +436.3% | +381.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HBAN.
Daily Out/Under-Performance
Portfolio return minus HBAN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBAN 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 10y: compounded portfolio wealth divided by compounded HBAN 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…
10y analysis · Full analysis span regression · 6 months rolling