-21.9%
ISRG vs PINS
-30.4%
+8.5%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.6% | -1.7% | -2.2% |
| 7D | +2.1% | -6.9% | +9.0% | +3.3% |
| 30D | +6.2% | -11.4% | +17.6% | +7.9% |
| 3M | +14.4% | -22.2% | +36.6% | +17.8% |
| 6M | 0.0% | -10.9% | +10.9% | +0.8% |
| YTD | -20.5% | -26.8% | +6.3% | -16.8% |
| 1Y | -21.9% | -29.8% | +7.9% | -17.7% |
| All | -21.9% | -30.4% | +8.5% | -17.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling