+17,983.8%
ISRG vs HPQ
+122.5%
+17,861.4%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HPQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.2% | -3.1% | -1.6% |
| 7D | -1.6% | +6.9% | -8.5% | -3.8% |
| 30D | -2.3% | +14.4% | -16.7% | -6.8% |
| 3M | -12.4% | +25.6% | -38.1% | -19.5% |
| 6M | -26.8% | +75.0% | -101.9% | -40.9% |
| YTD | -35.3% | +50.7% | -85.9% | -45.1% |
| 1Y | -19.3% | +18.7% | -38.0% | -26.4% |
| 3Y | +18.1% | +21.5% | -3.4% | +3.7% |
| 5Y | +2.6% | +31.6% | -28.9% | -14.1% |
| 10Y | +379.4% | +216.1% | +163.4% | +189.7% |
| All | +17,983.8% | +122.5% | +17,861.4% | +10,368.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling