-19.3%
ISRG vs HON
+1.2%
-20.5%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.0% | -1.8% | -1.0% |
| 7D | -1.6% | -3.6% | +2.0% | -1.0% |
| 30D | -2.3% | -15.3% | +13.0% | +0.4% |
| 3M | -12.4% | -7.9% | -4.6% | -11.7% |
| 6M | -26.8% | -18.1% | -8.8% | -24.7% |
| YTD | -35.3% | +3.8% | -39.1% | -37.1% |
| 1Y | -19.3% | +0.5% | -19.8% | -20.0% |
| All | -19.3% | +1.2% | -20.5% | -20.0% |
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