+17.4%
ISRG vs HON
+22.0%
-4.5%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.7% | -3.9% | -4.2% |
| 7D | -5.2% | -0.8% | -4.3% | -4.9% |
| 30D | -7.6% | -15.2% | +7.6% | -1.4% |
| 3M | -16.4% | -6.0% | -10.4% | -15.1% |
| 6M | -28.6% | -14.9% | -13.7% | -24.3% |
| YTD | -38.2% | +3.2% | -41.3% | -41.3% |
| 1Y | -25.5% | 0.0% | -25.5% | -28.2% |
| 3Y | +17.4% | +21.5% | -4.1% | -4.8% |
| All | +17.4% | +22.0% | -4.5% | -4.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling