+57.0%
ISRG vs PINS
-38.3%
+95.3%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.7% | +0.8% |
| 7D | -2.0% | +1.0% | -3.0% | -2.2% |
| 30D | +5.6% | -12.0% | +17.6% | +7.9% |
| 3M | +10.5% | -17.9% | +28.4% | +14.0% |
| 6M | +2.6% | -1.0% | +3.7% | +1.8% |
| YTD | -21.7% | -26.0% | +4.4% | -18.6% |
| 1Y | -21.6% | -28.5% | +6.9% | -18.0% |
| 3Y | +57.0% | -39.2% | +96.2% | +61.6% |
| All | +57.0% | -38.3% | +95.3% | +61.6% |
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 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