+5.7%
ISRG vs HUBS
-67.3%
+73.0%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.9% | +4.9% | +2.8% |
| 7D | -2.5% | -12.4% | +9.8% | +0.7% |
| 30D | -10.2% | +1.4% | -11.5% | -11.1% |
| 3M | -12.5% | +16.0% | -28.5% | -17.5% |
| 6M | -25.8% | -17.0% | -8.8% | -25.6% |
| YTD | -36.4% | -44.3% | +7.9% | -28.9% |
| 1Y | -19.9% | -54.3% | +34.4% | -6.2% |
| 3Y | +20.9% | -58.4% | +79.3% | +40.8% |
| 5Y | +5.7% | -66.7% | +72.3% | +16.9% |
| All | +5.7% | -67.3% | +73.0% | +16.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling