+17,983.8%
ISRG vs HSY
+1,119.6%
+16,864.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.1% | +0.2% | -0.5% |
| 7D | -1.6% | -3.3% | +1.7% | -0.4% |
| 30D | -2.3% | -2.8% | +0.6% | -1.3% |
| 3M | -12.4% | -4.5% | -8.0% | -11.1% |
| 6M | -26.8% | -24.2% | -2.6% | -19.7% |
| YTD | -35.3% | -2.7% | -32.5% | -35.3% |
| 1Y | -19.3% | -3.7% | -15.6% | -19.4% |
| 3Y | +18.1% | -11.5% | +29.6% | +18.2% |
| 5Y | +2.6% | +10.3% | -7.7% | -7.0% |
| 10Y | +379.4% | +122.1% | +257.3% | +228.2% |
| All | +17,983.8% | +1,119.6% | +16,864.2% | +8,771.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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