+22,068.6%
ISRG vs PNC
+881.6%
+21,187.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.3% | -0.4% | -0.2% |
| 7D | -6.8% | -0.6% | -6.1% | -6.5% |
| 30D | +5.1% | +5.8% | -0.7% | +3.2% |
| 3M | +12.0% | -7.9% | +19.9% | +15.1% |
| 6M | +7.0% | +10.0% | -3.0% | +3.5% |
| YTD | -20.6% | +14.8% | -35.4% | -24.6% |
| 1Y | -21.4% | +29.7% | -51.1% | -28.4% |
| 3Y | +62.0% | +114.4% | -52.4% | +23.2% |
| 5Y | +28.1% | +36.0% | -7.8% | +12.0% |
| 10Y | +550.7% | +204.7% | +346.0% | +319.6% |
| All | +22,068.6% | +881.6% | +21,187.0% | +8,240.3% |
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