-25.5%
ISRG vs PODD
-59.3%
+33.8%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -3.5% | -1.0% | -3.6% |
| 7D | -5.2% | -4.1% | -1.1% | -4.2% |
| 30D | -7.6% | +0.8% | -8.3% | -7.6% |
| 3M | -16.4% | -6.1% | -10.3% | -16.2% |
| 6M | -28.6% | -40.0% | +11.4% | -18.9% |
| YTD | -38.2% | -49.9% | +11.8% | -26.4% |
| 1Y | -25.5% | -59.3% | +33.8% | -6.9% |
| All | -25.5% | -59.3% | +33.8% | -6.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling