+2,435.2%
ISRG vs PODD
+767.5%
+1,667.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.1% | +1.2% | -0.3% |
| 7D | -1.6% | +1.6% | -3.2% | -2.0% |
| 30D | -2.3% | +10.7% | -12.9% | -4.8% |
| 3M | -12.4% | +0.7% | -13.2% | -13.4% |
| 6M | -26.8% | -39.3% | +12.4% | -18.2% |
| YTD | -35.3% | -48.1% | +12.9% | -24.8% |
| 1Y | -19.3% | -57.4% | +38.1% | -1.8% |
| 3Y | +18.1% | -23.3% | +41.4% | +21.0% |
| 5Y | +2.6% | -51.3% | +53.9% | +15.1% |
| 10Y | +379.4% | +242.0% | +137.4% | +240.0% |
| All | +2,435.2% | +767.5% | +1,667.7% | +1,070.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling