-3.0%
ISRG vs PINS
-63.8%
+60.9%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.3% | -3.2% | -4.2% |
| 7D | -5.2% | -5.2% | +0.1% | -4.0% |
| 30D | -7.6% | -14.9% | +7.4% | -4.3% |
| 3M | -16.4% | -8.4% | -7.9% | -15.2% |
| 6M | -28.6% | +0.6% | -29.2% | -29.5% |
| YTD | -38.2% | -22.2% | -16.0% | -35.8% |
| 1Y | -25.5% | -46.9% | +21.4% | -16.3% |
| 3Y | +17.4% | -26.9% | +44.3% | +16.1% |
| 5Y | -3.0% | -63.0% | +60.0% | -5.0% |
| All | -3.0% | -63.8% | +60.9% | -5.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling