+17.4%
ISRG vs HPQ
+19.9%
-2.5%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.5% | 0.0% | -3.8% |
| 7D | -5.2% | -0.5% | -4.7% | -5.1% |
| 30D | -7.6% | +3.7% | -11.3% | -8.2% |
| 3M | -16.4% | +24.3% | -40.7% | -19.7% |
| 6M | -28.6% | +64.8% | -93.3% | -36.4% |
| YTD | -38.2% | +43.9% | -82.1% | -43.0% |
| 1Y | -25.5% | +11.7% | -37.1% | -26.6% |
| 3Y | +17.4% | +19.7% | -2.3% | +6.3% |
| All | +17.4% | +19.9% | -2.5% | +6.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling