-10.5%
ISRG vs HLT
+46.7%
-57.2%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +3.5% | +5.9% | +8.2% |
| 7D | +8.5% | +7.7% | +0.8% | +6.1% |
| 30D | +18.6% | +19.1% | -0.5% | +12.1% |
| 3M | +30.9% | +20.7% | +10.2% | +23.0% |
| 6M | +6.6% | +21.0% | -14.5% | -0.4% |
| YTD | -14.9% | +31.3% | -46.1% | -23.7% |
| 1Y | -10.5% | +45.9% | -56.4% | -24.2% |
| All | -10.5% | +46.7% | -57.2% | -24.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HLT.
Daily Out/Under-Performance
Portfolio return minus HLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HLT 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 HLT 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