-25.1%
ISRG vs XHB
-14.7%
-10.4%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.4% | -2.1% | -3.8% |
| 7D | -5.2% | +0.2% | -5.4% | -5.2% |
| 30D | -7.6% | -9.1% | +1.5% | -5.0% |
| 3M | -16.4% | -2.3% | -14.0% | -15.5% |
| 6M | -28.6% | -4.1% | -24.4% | -27.9% |
| YTD | -38.2% | -1.7% | -36.5% | -37.8% |
| All | -25.1% | -14.7% | -10.4% | -22.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling