+22,612.5%
ISRG vs HON
+761.3%
+21,851.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +4.1% | -2.4% | -0.3% |
| 7D | +5.4% | +2.3% | +3.1% | +4.2% |
| 30D | +8.6% | +10.2% | -1.6% | +3.5% |
| 3M | +21.6% | -6.7% | +28.3% | +25.3% |
| 6M | +2.3% | +3.3% | -1.0% | -0.7% |
| YTD | -18.7% | +13.4% | -32.1% | -25.3% |
| 1Y | -17.8% | +14.7% | -32.5% | -24.9% |
| 3Y | +69.1% | +33.4% | +35.7% | +41.7% |
| 5Y | +26.5% | +12.7% | +13.7% | +15.6% |
| 10Y | +536.3% | +164.1% | +372.1% | +288.2% |
| All | +22,612.5% | +761.3% | +21,851.2% | +7,682.2% |
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