+550.7%
ISRG vs HDB
+64.3%
+486.4%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.3% | -0.2% |
| 7D | -6.8% | +6.9% | -13.7% | -9.1% |
| 30D | +5.1% | +15.2% | -10.1% | -0.4% |
| 3M | +12.0% | +11.7% | +0.3% | +7.1% |
| 6M | +7.0% | +7.5% | -0.5% | +3.2% |
| YTD | -20.6% | -28.8% | +8.2% | -11.0% |
| 1Y | -21.4% | -29.1% | +7.7% | -11.9% |
| 3Y | +62.0% | -7.0% | +69.0% | +59.0% |
| 5Y | +28.1% | -22.1% | +50.2% | +33.0% |
| 10Y | +550.7% | +64.9% | +485.8% | +363.4% |
| All | +550.7% | +64.3% | +486.4% | +363.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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