+539.2%
ISRG vs HON
+154.5%
+384.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +1.0% | +0.9% |
| 7D | -2.0% | +1.4% | -3.4% | -3.0% |
| 30D | +5.6% | +7.5% | -1.9% | +0.7% |
| 3M | +10.5% | -4.3% | +14.9% | +13.4% |
| 6M | +2.6% | -1.5% | +4.2% | +1.6% |
| YTD | -21.7% | +10.5% | -32.2% | -29.5% |
| 1Y | -21.6% | +8.5% | -30.1% | -28.6% |
| 3Y | +57.0% | +28.0% | +29.0% | +23.5% |
| 5Y | +25.0% | +12.0% | +13.0% | +7.9% |
| All | +539.2% | +154.5% | +384.6% | +239.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling