-10.5%
ISRG vs HON
+12.4%
-22.9%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.0% | +7.4% | +9.1% |
| 7D | +8.5% | +4.2% | +4.3% | +7.9% |
| 30D | +18.6% | +6.7% | +11.9% | +17.6% |
| 3M | +30.9% | -7.9% | +38.8% | +32.2% |
| 6M | +6.6% | +4.8% | +1.8% | +4.9% |
| YTD | -14.9% | +13.2% | -28.1% | -16.8% |
| 1Y | -10.5% | +13.1% | -23.6% | -12.6% |
| All | -10.5% | +12.4% | -22.9% | -12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HON.
Daily Out/Under-Performance
Portfolio return minus HON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HON 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 HON 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