+57.0%
ISRG vs PODD
-4.1%
+61.1%
-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% | -1.3% | +0.2% |
| 7D | -2.0% | +4.1% | -6.1% | -3.3% |
| 30D | +5.6% | +13.9% | -8.3% | +1.6% |
| 3M | +10.5% | +4.1% | +6.4% | +9.2% |
| 6M | +2.6% | +2.4% | +0.2% | +0.4% |
| YTD | -21.7% | -46.4% | +24.7% | -6.2% |
| 1Y | -21.6% | -54.2% | +32.6% | -1.5% |
| 3Y | +57.0% | -6.9% | +63.9% | +51.2% |
| All | +57.0% | -4.1% | +61.1% | +51.2% |
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