-17.3%
ISRG vs HTZ
-75.3%
+58.0%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -8.4% | +5.0% | -2.9% |
| 7D | +4.8% | -14.6% | +19.4% | +5.8% |
| 30D | +9.2% | -20.8% | +30.0% | +10.5% |
| 3M | +21.2% | -18.8% | +40.0% | +22.1% |
| 6M | +0.2% | -74.7% | +74.9% | +6.2% |
| YTD | -20.1% | -68.1% | +48.0% | -18.8% |
| 1Y | -17.3% | -73.5% | +56.1% | -13.1% |
| All | -17.3% | -75.3% | +58.0% | -13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HTZ.
Daily Out/Under-Performance
Portfolio return minus HTZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HTZ 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 1y: compounded portfolio wealth divided by compounded HTZ 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…
1y analysis · Full analysis span regression · 6 months rolling