+536.3%
ISRG vs PODD
+324.2%
+212.1%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.3% | -0.5% | +0.9% |
| 7D | +5.4% | -2.5% | +7.9% | +6.4% |
| 30D | +8.6% | +10.7% | -2.1% | +4.9% |
| 3M | +21.6% | +6.1% | +15.5% | +19.0% |
| 6M | +2.3% | -2.8% | +5.2% | +1.7% |
| YTD | -18.7% | -47.3% | +28.6% | -0.3% |
| 1Y | -17.8% | -53.2% | +35.4% | +4.8% |
| 3Y | +69.1% | -2.0% | +71.1% | +59.0% |
| 5Y | +26.5% | -52.9% | +79.4% | +48.6% |
| 10Y | +536.3% | +321.1% | +215.2% | +294.6% |
| All | +536.3% | +324.2% | +212.1% | +294.6% |
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