+500.7%
ISRG vs HDB
+57.5%
+443.2%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.8% | -5.1% | -4.0% |
| 7D | +4.8% | +13.3% | -8.5% | +0.1% |
| 30D | +9.2% | +13.6% | -4.3% | +4.1% |
| 3M | +21.2% | +5.8% | +15.4% | +18.2% |
| 6M | +0.2% | -1.9% | +2.1% | +0.2% |
| YTD | -20.1% | -31.2% | +11.1% | -9.3% |
| 1Y | -17.3% | -29.6% | +12.2% | -7.2% |
| 3Y | +63.3% | -10.1% | +73.4% | +62.4% |
| 5Y | +24.1% | -24.3% | +48.4% | +30.2% |
| All | +500.7% | +57.5% | +443.2% | +333.2% |
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