+1,030.2%
ISRG vs POET
-16.9%
+1,047.1%
-74.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | POET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +4.9% | -9.4% | -4.6% |
| 7D | -5.2% | +17.0% | -22.2% | -5.5% |
| 30D | -7.6% | -6.7% | -0.8% | -7.5% |
| 3M | -16.4% | -32.3% | +16.0% | -15.9% |
| 6M | -28.6% | +32.3% | -60.9% | -30.2% |
| YTD | -38.2% | +31.3% | -69.5% | -39.7% |
| 1Y | -25.5% | +55.3% | -80.8% | -27.9% |
| 3Y | +17.4% | +136.8% | -119.3% | +10.0% |
| 5Y | -3.0% | -2.2% | -0.7% | -8.4% |
| 10Y | +356.0% | +34.0% | +321.9% | +321.2% |
| All | +1,030.2% | -16.9% | +1,047.1% | +1,014.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling