-10.5%
ISRG vs HUBS
-54.7%
+44.2%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | -4.2% | +13.6% | +9.7% |
| 7D | +8.5% | -13.0% | +21.5% | +9.8% |
| 30D | +18.6% | -1.8% | +20.4% | +18.7% |
| 3M | +30.9% | -13.0% | +43.9% | +31.8% |
| 6M | +6.6% | -12.4% | +19.0% | +6.3% |
| YTD | -14.9% | -46.0% | +31.1% | -10.9% |
| 1Y | -10.5% | -54.1% | +43.6% | -6.1% |
| All | -10.5% | -54.7% | +44.2% | -6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HUBS.
Daily Out/Under-Performance
Portfolio return minus HUBS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUBS 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 HUBS 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