+2.0%
ISRG vs PODD
-51.3%
+53.4%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.1% | +1.2% | -0.1% |
| 7D | -1.6% | +1.6% | -3.2% | -2.2% |
| 30D | -2.3% | +10.7% | -12.9% | -5.8% |
| 3M | -12.4% | +0.7% | -13.2% | -14.1% |
| 6M | -26.8% | -39.3% | +12.4% | -14.1% |
| YTD | -35.3% | -48.1% | +12.9% | -19.5% |
| 1Y | -19.3% | -57.4% | +38.1% | +7.4% |
| 3Y | +18.1% | -23.3% | +41.4% | +20.4% |
| All | +2.0% | -51.3% | +53.4% | +22.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling