+22,093.8%
ISRG vs HSY
+1,125.2%
+20,968.5%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.3% | -2.6% | -2.4% |
| 7D | +2.1% | +3.8% | -1.7% | +0.8% |
| 30D | +6.2% | +6.9% | -0.7% | +3.5% |
| 3M | +14.4% | -4.1% | +18.5% | +15.8% |
| 6M | 0.0% | -5.0% | +5.0% | +1.4% |
| YTD | -20.5% | -2.3% | -18.3% | -20.9% |
| 1Y | -21.9% | +6.1% | -28.0% | -24.6% |
| 3Y | +62.2% | -0.7% | +62.9% | +54.5% |
| 5Y | +25.2% | +9.9% | +15.3% | +13.5% |
| 10Y | +537.3% | +127.8% | +409.5% | +331.7% |
| All | +22,093.8% | +1,125.2% | +20,968.5% | +10,746.3% |
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