+69.0%
ISRG vs PLD
+33.1%
+35.9%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.1% | -0.7% | -2.0% |
| 7D | +4.4% | +0.4% | +4.0% | +4.3% |
| 30D | +15.8% | -0.1% | +15.9% | +15.7% |
| 3M | +24.9% | -7.9% | +32.8% | +28.7% |
| 6M | +3.8% | -7.0% | +10.8% | +6.6% |
| YTD | -17.3% | +3.1% | -20.3% | -18.4% |
| 1Y | -14.6% | +7.1% | -21.7% | -17.1% |
| All | +69.0% | +33.1% | +35.9% | +47.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling