+17,983.8%
ISRG vs PLD
+1,473.2%
+16,510.7%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | -0.6% |
| 7D | -1.6% | -2.4% | +0.8% | -0.7% |
| 30D | -2.3% | -2.4% | +0.2% | -1.4% |
| 3M | -12.4% | -3.8% | -8.7% | -11.3% |
| 6M | -26.8% | 0.0% | -26.9% | -26.9% |
| YTD | -35.3% | +9.2% | -44.5% | -37.5% |
| 1Y | -19.3% | +25.9% | -45.2% | -26.3% |
| 3Y | +18.1% | +21.3% | -3.2% | +7.6% |
| 5Y | +2.6% | +14.1% | -11.5% | -4.8% |
| 10Y | +379.4% | +237.9% | +141.6% | +202.6% |
| All | +17,983.8% | +1,473.2% | +16,510.7% | +4,756.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling