+22,068.6%
ISRG vs HON
+756.2%
+21,312.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.1% | 0.0% |
| 7D | -6.8% | -0.4% | -6.4% | -6.7% |
| 30D | +5.1% | +8.6% | -3.5% | +0.9% |
| 3M | +12.0% | -0.8% | +12.8% | +12.2% |
| 6M | +7.0% | -0.1% | +7.1% | +5.7% |
| YTD | -20.6% | +12.8% | -33.4% | -26.8% |
| 1Y | -21.4% | +10.4% | -31.9% | -26.9% |
| 3Y | +62.0% | +30.5% | +31.5% | +37.3% |
| 5Y | +28.1% | +15.0% | +13.2% | +16.0% |
| 10Y | +550.7% | +160.5% | +390.2% | +299.6% |
| All | +22,068.6% | +756.2% | +21,312.4% | +7,518.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling