+22,612.5%
ISRG vs HSY
+1,121.9%
+21,490.6%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.6% | +4.3% | +2.6% |
| 7D | +5.4% | +1.3% | +4.1% | +4.9% |
| 30D | +8.6% | +6.6% | +2.0% | +6.0% |
| 3M | +21.6% | -4.1% | +25.7% | +23.1% |
| 6M | +2.3% | -5.2% | +7.6% | +3.8% |
| YTD | -18.7% | -2.5% | -16.1% | -19.0% |
| 1Y | -17.8% | +4.7% | -22.5% | -20.3% |
| 3Y | +69.1% | +0.6% | +68.5% | +60.2% |
| 5Y | +26.5% | +11.7% | +14.8% | +13.9% |
| 10Y | +536.3% | +120.0% | +416.3% | +336.7% |
| All | +22,612.5% | +1,121.9% | +21,490.6% | +11,010.6% |
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