+550.7%
ISRG vs PODD
+314.4%
+236.2%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -0.6% |
| 7D | -6.8% | -9.1% | +2.3% | -3.6% |
| 30D | +5.1% | +7.3% | -2.2% | +2.6% |
| 3M | +12.0% | +3.7% | +8.4% | +10.5% |
| 6M | +7.0% | -2.7% | +9.7% | +6.3% |
| YTD | -20.6% | -47.2% | +26.6% | -2.7% |
| 1Y | -21.4% | -54.0% | +32.6% | +0.8% |
| 3Y | +62.0% | -3.3% | +65.3% | +53.1% |
| 5Y | +28.1% | -52.3% | +80.5% | +49.9% |
| 10Y | +550.7% | +322.4% | +228.3% | +303.3% |
| All | +550.7% | +314.4% | +236.2% | +303.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 10y: compounded portfolio wealth divided by compounded PODD 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…
10y analysis · Full analysis span regression · 6 months rolling