+4,437.1%
SNDK vs ISRG
-37.5%
+4,474.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.4% | -5.9% | -4.4% |
| 7D | -6.1% | +0.7% | -6.8% | -6.5% |
| 30D | +21.5% | -8.0% | +29.5% | +25.1% |
| 3M | -13.2% | -10.6% | -2.6% | -10.8% |
| 6M | +149.2% | -25.1% | +174.3% | +188.8% |
| YTD | +588.1% | -34.8% | +622.9% | +798.3% |
| 1Y | +1,837.5% | -19.0% | +1,856.6% | +2,038.1% |
| All | +4,437.1% | -37.5% | +4,474.6% | +5,795.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling