+19.2%
ISRG vs PODD
-22.7%
+41.9%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.1% | +1.2% | -0.2% |
| 7D | -1.6% | +1.6% | -3.2% | -2.1% |
| 30D | -2.3% | +10.7% | -12.9% | -5.2% |
| 3M | -12.4% | +0.7% | -13.2% | -13.8% |
| 6M | -26.8% | -39.3% | +12.4% | -16.1% |
| YTD | -35.3% | -48.1% | +12.9% | -22.1% |
| 1Y | -19.3% | -57.4% | +38.1% | +2.9% |
| All | +19.2% | -22.7% | +41.9% | +24.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling