+386.2%
ISRG vs HBAN
+163.4%
+222.7%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HBAN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.8% | +1.6% | +2.2% |
| 7D | +0.7% | -1.0% | +1.7% | +1.0% |
| 30D | -8.0% | -5.6% | -2.4% | -6.3% |
| 3M | -10.6% | -1.1% | -9.4% | -10.3% |
| 6M | -25.1% | +9.9% | -35.0% | -27.4% |
| YTD | -34.8% | -0.9% | -33.9% | -35.0% |
| 1Y | -19.0% | -1.4% | -17.6% | -19.3% |
| 3Y | +22.1% | +78.2% | -56.1% | -1.1% |
| 5Y | +8.2% | +37.0% | -28.8% | -6.8% |
| All | +386.2% | +163.4% | +222.7% | +285.5% |
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