-10.5%
ISRG vs HBM
+47.3%
-57.8%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +3.6% | +5.7% | +9.2% |
| 7D | +8.5% | -5.8% | +14.4% | +8.7% |
| 30D | +18.6% | -18.5% | +37.1% | +19.4% |
| 3M | +30.9% | -10.3% | +41.2% | +30.8% |
| 6M | +6.6% | +2.1% | +4.5% | +3.9% |
| YTD | -14.9% | +12.0% | -26.9% | -19.6% |
| 1Y | -10.5% | +49.8% | -60.3% | -21.8% |
| All | -10.5% | +47.3% | -57.8% | -21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 1y: compounded portfolio wealth divided by compounded HBM 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…
1y analysis · Full analysis span regression · 6 months rolling