+17.4%
ISRG vs PNC
+133.3%
-115.9%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -1.1% | -3.4% | -4.1% |
| 7D | -5.2% | +2.3% | -7.5% | -5.9% |
| 30D | -7.6% | -3.8% | -3.7% | -6.3% |
| 3M | -16.4% | +7.8% | -24.1% | -18.4% |
| 6M | -28.6% | +19.7% | -48.3% | -32.9% |
| YTD | -38.2% | +19.1% | -57.3% | -42.0% |
| 1Y | -25.5% | +23.1% | -48.6% | -31.1% |
| 3Y | +17.4% | +132.1% | -114.7% | -8.1% |
| All | +17.4% | +133.3% | -115.9% | -8.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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