+19.2%
ISRG vs PINS
-25.8%
+45.0%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.2% | +1.3% | -0.5% |
| 7D | -1.6% | -12.0% | +10.4% | +0.5% |
| 30D | -2.3% | -12.7% | +10.4% | -0.1% |
| 3M | -12.4% | -5.5% | -6.9% | -12.0% |
| 6M | -26.8% | +5.3% | -32.1% | -28.2% |
| YTD | -35.3% | -21.2% | -14.0% | -33.3% |
| 1Y | -19.3% | -45.0% | +25.7% | -11.7% |
| All | +19.2% | -25.8% | +45.0% | +18.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling