+537.3%
ISRG vs PLD
+254.7%
+282.7%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -1.9% | -2.1% |
| 7D | +2.1% | +0.8% | +1.3% | +1.8% |
| 30D | +6.2% | +0.5% | +5.7% | +5.8% |
| 3M | +14.4% | -5.5% | +19.9% | +17.6% |
| 6M | 0.0% | -8.3% | +8.3% | +4.4% |
| YTD | -20.5% | +4.3% | -24.8% | -23.0% |
| 1Y | -21.9% | +7.4% | -29.3% | -25.5% |
| 3Y | +62.2% | +37.1% | +25.1% | +30.2% |
| 5Y | +25.2% | +1.3% | +23.9% | +17.6% |
| 10Y | +537.3% | +267.4% | +269.9% | +260.4% |
| All | +537.3% | +254.7% | +282.7% | +260.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLD.
Daily Out/Under-Performance
Portfolio return minus PLD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLD 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 10y: compounded portfolio wealth divided by compounded PLD 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…
10y analysis · Full analysis span regression · 6 months rolling