-24.4%
ISRG vs HUBB
+5.9%
-30.3%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.1% | +3.0% | +0.9% |
| 7D | -5.0% | +1.1% | -6.1% | -5.1% |
| 30D | -10.2% | -9.6% | -0.6% | -10.0% |
| 3M | -17.2% | -6.2% | -11.0% | -17.3% |
| 6M | -28.4% | -6.2% | -22.3% | -28.8% |
| YTD | -37.6% | +3.4% | -41.0% | -38.3% |
| 1Y | -24.4% | +5.3% | -29.8% | -26.5% |
| All | -24.4% | +5.9% | -30.3% | -26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBB.
Daily Out/Under-Performance
Portfolio return minus HUBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBB 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 HUBB 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