+63.3%
ISRG vs HUT
+336.9%
-273.6%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +14.6% | -17.9% | -4.0% |
| 7D | +4.8% | -11.4% | +16.2% | +4.9% |
| 30D | +9.2% | -41.0% | +50.3% | +11.5% |
| 3M | +21.2% | -41.9% | +63.1% | +23.3% |
| 6M | +0.2% | -51.7% | +51.9% | +2.2% |
| YTD | -20.1% | +14.6% | -34.7% | -24.3% |
| 1Y | -17.3% | +21.4% | -38.7% | -22.6% |
| 3Y | +63.3% | +359.8% | -296.5% | +33.1% |
| All | +63.3% | +336.9% | -273.6% | +33.1% |
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