+25.5%
ISRG vs PINS
-58.8%
+84.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.7% | +0.8% |
| 7D | -2.0% | +1.0% | -3.0% | -2.3% |
| 30D | +5.6% | -12.0% | +17.6% | +8.5% |
| 3M | +10.5% | -17.9% | +28.4% | +15.0% |
| 6M | +2.6% | -1.0% | +3.7% | +1.6% |
| YTD | -21.7% | -26.0% | +4.4% | -18.0% |
| 1Y | -21.6% | -28.5% | +6.9% | -17.3% |
| 3Y | +57.0% | -39.2% | +96.2% | +62.7% |
| All | +25.5% | -58.8% | +84.3% | +30.8% |
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