-17.5%
ISRG vs PLTD
-78.1%
+60.6%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.7% | -0.7% | -2.7% |
| 7D | -6.8% | -1.6% | -5.2% | -6.9% |
| 30D | +5.1% | +18.5% | -13.3% | +8.3% |
| 3M | +12.0% | -2.4% | +14.5% | +12.1% |
| 6M | +7.0% | -34.6% | +41.6% | +1.9% |
| YTD | -20.6% | -21.4% | +0.8% | -20.8% |
| 1Y | -21.4% | -16.8% | -4.7% | -20.4% |
| All | -17.5% | -78.1% | +60.6% | -36.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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