+370.1%
ISRG vs XHB
+202.9%
+167.2%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.4% | +1.8% |
| 7D | -5.0% | -1.9% | -3.1% | -3.9% |
| 30D | -10.2% | -8.3% | -1.9% | -5.5% |
| 3M | -17.2% | -7.1% | -10.1% | -13.8% |
| 6M | -28.4% | -5.3% | -23.2% | -26.9% |
| YTD | -37.6% | -3.2% | -34.4% | -37.5% |
| 1Y | -24.4% | -13.9% | -10.6% | -19.2% |
| 3Y | +18.4% | +24.9% | -6.5% | -4.4% |
| 5Y | -1.0% | +34.5% | -35.5% | -25.2% |
| 10Y | +370.1% | +215.5% | +154.7% | +104.4% |
| All | +370.1% | +202.9% | +167.2% | +104.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 10y: compounded portfolio wealth divided by compounded XHB 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…
10y analysis · Full analysis span regression · 6 months rolling