-24.4%
ISRG vs HON
-1.7%
-22.8%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.6% | +2.5% | +1.1% |
| 7D | -5.0% | -0.6% | -4.5% | -4.9% |
| 30D | -10.2% | -15.4% | +5.2% | -7.8% |
| 3M | -17.2% | -9.1% | -8.1% | -16.3% |
| 6M | -28.4% | -17.1% | -11.4% | -26.5% |
| YTD | -37.6% | +1.5% | -39.1% | -39.3% |
| 1Y | -24.4% | -1.3% | -23.1% | -25.5% |
| All | -24.4% | -1.7% | -22.8% | -25.5% |
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