+63.3%
ISRG vs PLD
+31.5%
+31.8%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.2% | -2.1% | -2.9% |
| 7D | +4.8% | -0.8% | +5.6% | +5.2% |
| 30D | +9.2% | -0.3% | +9.5% | +9.3% |
| 3M | +21.2% | -8.0% | +29.2% | +25.0% |
| 6M | +0.2% | -9.8% | +10.0% | +4.1% |
| YTD | -20.1% | +1.8% | -21.8% | -20.8% |
| 1Y | -17.3% | +5.6% | -22.9% | -19.3% |
| 3Y | +63.3% | +33.3% | +30.1% | +42.8% |
| All | +63.3% | +31.5% | +31.8% | +42.8% |
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