+110.3%
ISRG vs HIMS
+183.3%
-73.1%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIMS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.5% | -0.8% |
| 7D | -1.6% | -3.9% | +2.3% | -1.2% |
| 30D | -2.3% | -12.4% | +10.2% | -1.4% |
| 3M | -12.4% | -1.1% | -11.4% | -13.2% |
| 6M | -26.8% | +68.4% | -95.3% | -32.2% |
| YTD | -35.3% | -14.7% | -20.6% | -36.1% |
| 1Y | -19.3% | -42.4% | +23.1% | -18.0% |
| 3Y | +18.1% | +304.5% | -286.4% | -16.5% |
| 5Y | +2.6% | +237.5% | -234.9% | -31.2% |
| All | +110.3% | +183.3% | -73.1% | -4.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HIMS.
Daily Out/Under-Performance
Portfolio return minus HIMS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIMS 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 all: compounded portfolio wealth divided by compounded HIMS 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…
all analysis · Full analysis span regression · 6 months rolling