+567.4%
ISRG vs HUBS
+598.6%
-31.2%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUBS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -4.3% | +5.1% | +2.0% |
| 7D | -5.0% | -6.2% | +1.2% | -3.4% |
| 30D | -10.2% | +6.6% | -16.8% | -12.4% |
| 3M | -17.2% | +16.4% | -33.6% | -22.3% |
| 6M | -28.4% | -19.7% | -8.7% | -27.7% |
| YTD | -37.6% | -42.6% | +5.0% | -31.3% |
| 1Y | -24.4% | -54.2% | +29.7% | -12.1% |
| 3Y | +18.4% | -57.1% | +75.6% | +36.1% |
| 5Y | -1.0% | -66.2% | +65.3% | +12.3% |
| 10Y | +370.1% | +328.3% | +41.9% | +161.1% |
| All | +567.4% | +598.6% | -31.2% | +245.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling