+5.7%
ISRG vs POET
-11.6%
+17.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -5.0% | +7.0% | +2.2% |
| 7D | -2.5% | +3.7% | -6.2% | -2.7% |
| 30D | -10.2% | -11.5% | +1.4% | -9.8% |
| 3M | -12.5% | -30.8% | +18.3% | -11.7% |
| 6M | -25.8% | +8.6% | -34.4% | -29.1% |
| YTD | -36.4% | +20.1% | -56.4% | -39.8% |
| 1Y | -19.9% | +35.7% | -55.6% | -25.6% |
| 3Y | +20.9% | +116.5% | -95.7% | +5.5% |
| 5Y | +5.7% | -8.4% | +14.1% | -4.2% |
| All | +5.7% | -11.6% | +17.3% | -4.2% |
Cumulative growth
Daily Returns
Daily percentage return beside POET.
Daily Out/Under-Performance
Portfolio return minus POET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × POET 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 POET 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