+62.2%
ISRG vs HUT
+398.0%
-335.8%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.8% | -2.3% |
| 7D | +2.1% | -10.9% | +13.1% | +2.3% |
| 30D | +6.2% | -32.6% | +38.8% | +7.7% |
| 3M | +14.4% | -33.7% | +48.1% | +15.7% |
| 6M | 0.0% | -42.3% | +42.3% | +0.9% |
| YTD | -20.5% | +23.6% | -44.1% | -25.0% |
| 1Y | -21.9% | +20.4% | -42.2% | -26.6% |
| 3Y | +62.2% | +423.2% | -361.0% | +31.9% |
| All | +62.2% | +398.0% | -335.8% | +31.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HUT.
Daily Out/Under-Performance
Portfolio return minus HUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUT 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 3y: compounded portfolio wealth divided by compounded HUT 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…
3y analysis · Full analysis span regression · 6 months rolling