+550.7%
ISRG vs HON
+160.8%
+389.9%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.1% | +0.1% |
| 7D | -6.8% | -0.4% | -6.4% | -6.7% |
| 30D | +5.1% | +8.6% | -3.5% | -0.4% |
| 3M | +12.0% | -0.8% | +12.8% | +12.2% |
| 6M | +7.0% | -0.1% | +7.1% | +5.0% |
| YTD | -20.6% | +12.8% | -33.4% | -29.5% |
| 1Y | -21.4% | +10.4% | -31.9% | -29.2% |
| 3Y | +62.0% | +30.5% | +31.5% | +25.9% |
| 5Y | +28.1% | +15.0% | +13.2% | +8.7% |
| 10Y | +550.7% | +160.5% | +390.2% | +241.3% |
| All | +550.7% | +160.8% | +389.9% | +241.3% |
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