-10.5%
ISRG vs PCOR
+4.0%
-14.6%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PCOR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +19.7% | -10.3% | +4.8% |
| 7D | +8.5% | +21.8% | -13.3% | +3.6% |
| 30D | +18.6% | +39.5% | -20.9% | +10.2% |
| 3M | +30.9% | +35.2% | -4.3% | +22.0% |
| 6M | +6.6% | +21.7% | -15.2% | -0.6% |
| YTD | -14.9% | +3.9% | -18.8% | -18.6% |
| 1Y | -10.5% | +6.9% | -17.5% | -14.6% |
| All | -10.5% | +4.0% | -14.6% | -14.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PCOR.
Daily Out/Under-Performance
Portfolio return minus PCOR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PCOR 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 PCOR 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