+3,007.8%
ISRG vs PODD
+782.5%
+2,225.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -0.5% |
| 7D | -6.8% | -9.1% | +2.3% | -4.5% |
| 30D | +5.1% | +7.3% | -2.2% | +3.3% |
| 3M | +12.0% | +3.7% | +8.4% | +11.0% |
| 6M | +7.0% | -2.7% | +9.7% | +6.7% |
| YTD | -20.6% | -47.2% | +26.6% | -8.2% |
| 1Y | -21.4% | -54.0% | +32.6% | -6.1% |
| 3Y | +62.0% | -3.3% | +65.3% | +57.5% |
| 5Y | +28.1% | -52.3% | +80.5% | +44.4% |
| 10Y | +550.7% | +322.4% | +228.3% | +344.6% |
| All | +3,007.8% | +782.5% | +2,225.3% | +1,328.4% |
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