+2,684.0%
SNDK vs ISRG
-16.8%
+2,700.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -0.8% | +12.7% | +12.0% |
| 7D | +17.2% | -1.6% | +18.8% | +17.3% |
| 30D | +28.8% | -2.3% | +31.1% | +28.9% |
| 3M | -1.1% | -12.4% | +11.3% | +1.9% |
| 6M | +190.5% | -26.8% | +217.3% | +231.1% |
| YTD | +633.0% | -35.3% | +668.3% | +822.6% |
| 1Y | +2,684.0% | -19.3% | +2,703.3% | +3,219.0% |
| All | +2,684.0% | -16.8% | +2,700.8% | +3,219.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ISRG.
Daily Out/Under-Performance
Portfolio return minus ISRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ISRG 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 1y: compounded portfolio wealth divided by compounded ISRG 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…
1y analysis · Full analysis span regression · 6 months rolling