+25.2%
ISRG vs HTZ
-94.3%
+119.5%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HTZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -8.0% | +5.7% | -1.7% |
| 7D | +2.1% | -27.5% | +29.6% | +4.5% |
| 30D | +6.2% | -21.9% | +28.0% | +7.9% |
| 3M | +14.4% | -29.2% | +43.6% | +16.6% |
| 6M | 0.0% | -75.2% | +75.2% | +8.5% |
| YTD | -20.5% | -70.8% | +50.3% | -15.7% |
| 1Y | -21.9% | -76.1% | +54.2% | -15.9% |
| 3Y | +62.2% | -82.5% | +144.7% | +74.4% |
| 5Y | +25.2% | -94.1% | +119.3% | +62.8% |
| All | +25.2% | -94.3% | +119.5% | +62.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling