+536.3%
ISRG vs HDB
+61.5%
+474.8%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.7% | -1.0% | +0.7% |
| 7D | +5.4% | +13.7% | -8.3% | +0.6% |
| 30D | +8.6% | +15.8% | -7.2% | +2.8% |
| 3M | +21.6% | +9.2% | +12.4% | +17.2% |
| 6M | +2.3% | +3.2% | -0.8% | +0.3% |
| YTD | -18.7% | -29.4% | +10.7% | -8.6% |
| 1Y | -17.8% | -27.9% | +10.2% | -8.4% |
| 3Y | +69.1% | -5.9% | +75.0% | +65.1% |
| 5Y | +26.5% | -23.5% | +50.0% | +32.2% |
| 10Y | +536.3% | +61.3% | +474.9% | +350.0% |
| All | +536.3% | +61.5% | +474.8% | +350.0% |
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