+17,983.8%
ISRG vs PNC
+929.7%
+17,054.2%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.9% |
| 7D | -1.6% | +1.4% | -3.0% | -2.1% |
| 30D | -2.3% | -3.8% | +1.6% | -1.0% |
| 3M | -12.4% | +9.0% | -21.5% | -15.0% |
| 6M | -26.8% | +16.6% | -43.5% | -30.6% |
| YTD | -35.3% | +20.4% | -55.7% | -39.4% |
| 1Y | -19.3% | +22.3% | -41.7% | -25.1% |
| 3Y | +18.1% | +124.5% | -106.4% | -11.7% |
| 5Y | +2.6% | +54.1% | -51.4% | -14.0% |
| 10Y | +379.4% | +276.3% | +103.2% | +188.6% |
| All | +17,983.8% | +929.7% | +17,054.2% | +6,596.4% |
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