+214.2%
ISRG vs HUT
+194.0%
+20.2%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +14.6% | -17.9% | -4.3% |
| 7D | +4.8% | -11.4% | +16.2% | +5.0% |
| 30D | +9.2% | -41.0% | +50.3% | +12.2% |
| 3M | +21.2% | -41.9% | +63.1% | +24.0% |
| 6M | +0.2% | -51.7% | +51.9% | +2.8% |
| YTD | -20.1% | +14.6% | -34.7% | -24.1% |
| 1Y | -17.3% | +21.4% | -38.7% | -22.4% |
| 3Y | +63.3% | +359.8% | -296.5% | +29.1% |
| 5Y | +24.1% | -27.5% | +51.6% | +1.4% |
| All | +214.2% | +194.0% | +20.2% | +91.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling