-3.0%
ISRG vs HON
+4.8%
-7.8%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.7% | -3.9% | -4.1% |
| 7D | -5.2% | -0.8% | -4.3% | -4.7% |
| 30D | -7.6% | -15.2% | +7.6% | +1.2% |
| 3M | -16.4% | -6.0% | -10.4% | -14.5% |
| 6M | -28.6% | -14.9% | -13.7% | -22.9% |
| YTD | -38.2% | +3.2% | -41.3% | -41.9% |
| 1Y | -25.5% | 0.0% | -25.5% | -28.7% |
| 3Y | +17.4% | +21.5% | -4.1% | -6.5% |
| 5Y | -3.0% | +4.0% | -7.0% | -15.4% |
| All | -3.0% | +4.8% | -7.8% | -15.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling