+21,775.7%
ISRG vs PNC
+882.8%
+20,892.8%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.7% |
| 7D | -2.0% | +3.1% | -5.1% | -3.0% |
| 30D | +5.6% | +7.6% | -2.1% | +3.0% |
| 3M | +10.5% | -8.1% | +18.7% | +13.7% |
| 6M | +2.6% | +12.6% | -10.0% | -1.5% |
| YTD | -21.7% | +15.0% | -36.6% | -25.6% |
| 1Y | -21.6% | +30.4% | -52.0% | -28.6% |
| 3Y | +57.0% | +116.1% | -59.1% | +19.1% |
| 5Y | +25.0% | +37.5% | -12.5% | +8.8% |
| 10Y | +542.1% | +205.1% | +337.0% | +313.9% |
| All | +21,775.7% | +882.8% | +20,892.8% | +8,126.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling