+199.7%
SNDK vs ISRG
-27.2%
+226.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.9% | +0.6% | +1.8% |
| 7D | +13.6% | -5.0% | +18.6% | +11.9% |
| 30D | +42.5% | -10.2% | +52.7% | +38.1% |
| 3M | +7.1% | -17.2% | +24.3% | +8.0% |
| 6M | +199.7% | -28.4% | +228.1% | +237.7% |
| All | +199.7% | -27.2% | +226.8% | +237.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling