+23.9%
ISRG vs PODD
-52.5%
+76.4%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -6.2% | +2.8% | -1.1% |
| 7D | +4.8% | -2.1% | +6.9% | +5.7% |
| 30D | +9.2% | +9.0% | +0.2% | +6.0% |
| 3M | +21.2% | +5.2% | +16.0% | +19.0% |
| 6M | +0.2% | -3.2% | +3.4% | -0.5% |
| YTD | -20.1% | -48.5% | +28.4% | -0.5% |
| 1Y | -17.3% | -54.7% | +37.4% | +7.5% |
| 3Y | +63.3% | -7.8% | +71.1% | +55.4% |
| All | +23.9% | -52.5% | +76.4% | +51.5% |
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