+23.9%
ISRG vs PINS
-58.9%
+82.9%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -4.2% | +0.8% | -2.4% |
| 7D | +4.8% | -2.1% | +6.9% | +5.4% |
| 30D | +9.2% | -6.6% | +15.9% | +10.8% |
| 3M | +21.2% | -18.7% | +39.9% | +26.3% |
| 6M | +0.2% | -10.4% | +10.6% | +1.5% |
| YTD | -20.1% | -26.8% | +6.7% | -16.1% |
| 1Y | -17.3% | -27.9% | +10.5% | -13.0% |
| 3Y | +63.3% | -38.7% | +102.0% | +68.8% |
| All | +23.9% | -58.9% | +82.9% | +29.1% |
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