+149.9%
ISRG vs PINS
-19.5%
+169.4%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.6% | -2.0% |
| 7D | -6.1% | -3.4% | -2.7% | -5.4% |
| 30D | +4.2% | -14.5% | +18.8% | +7.6% |
| 3M | +9.6% | -16.5% | +26.1% | +13.3% |
| 6M | +1.9% | -7.0% | +8.9% | +2.2% |
| YTD | -22.3% | -26.1% | +3.8% | -19.0% |
| 1Y | -23.2% | -30.0% | +6.9% | -19.0% |
| 3Y | +58.5% | -38.5% | +97.0% | +64.4% |
| 5Y | +23.9% | -58.4% | +82.3% | +28.8% |
| All | +149.9% | -19.5% | +169.4% | +80.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PINS.
Daily Out/Under-Performance
Portfolio return minus PINS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PINS 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 PINS 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