-19.0%
ISRG vs HPQ
+30.7%
-49.8%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +8.4% | -6.0% | +2.1% |
| 7D | +0.7% | +9.8% | -9.1% | +0.3% |
| 30D | -8.0% | +22.4% | -30.4% | -8.4% |
| 3M | -10.6% | +45.2% | -55.8% | -11.1% |
| 6M | -25.1% | +96.4% | -121.5% | -27.5% |
| YTD | -34.8% | +65.4% | -100.2% | -35.0% |
| 1Y | -19.0% | +31.6% | -50.6% | -14.3% |
| All | -19.0% | +30.7% | -49.8% | -14.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HPQ.
Daily Out/Under-Performance
Portfolio return minus HPQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HPQ 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 HPQ 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