+63.3%
ISRG vs HRB
+36.2%
+27.1%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.2% | +0.9% | -2.9% |
| 7D | +4.8% | +2.7% | +2.1% | +4.6% |
| 30D | +9.2% | +22.1% | -12.8% | +7.1% |
| 3M | +21.2% | +15.7% | +5.5% | +19.2% |
| 6M | +0.2% | +83.3% | -83.1% | -5.7% |
| YTD | -20.1% | +25.0% | -45.1% | -22.0% |
| 1Y | -17.3% | +6.9% | -24.3% | -18.3% |
| 3Y | +63.3% | +39.0% | +24.3% | +56.4% |
| All | +63.3% | +36.2% | +27.1% | +56.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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