+3,084.1%
ISRG vs PODD
+781.2%
+2,302.8%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.3% | -0.5% | +1.1% |
| 7D | +5.4% | -2.5% | +7.9% | +6.2% |
| 30D | +8.6% | +10.7% | -2.1% | +5.9% |
| 3M | +21.6% | +6.1% | +15.5% | +19.7% |
| 6M | +2.3% | -2.8% | +5.2% | +2.0% |
| YTD | -18.7% | -47.3% | +28.6% | -5.9% |
| 1Y | -17.8% | -53.2% | +35.4% | -2.2% |
| 3Y | +69.1% | -2.0% | +71.1% | +63.9% |
| 5Y | +26.5% | -52.9% | +79.4% | +42.9% |
| 10Y | +536.3% | +321.1% | +215.2% | +335.1% |
| All | +3,084.1% | +781.2% | +2,302.8% | +1,364.0% |
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