-19.2%
ISRG vs PLTD
-78.0%
+58.8%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.4% | -2.5% | -2.1% |
| 7D | -6.1% | -9.8% | +3.6% | -7.6% |
| 30D | +4.2% | +18.9% | -14.7% | +7.5% |
| 3M | +9.6% | -4.2% | +13.9% | +9.4% |
| 6M | +1.9% | -34.8% | +36.7% | -3.1% |
| YTD | -22.3% | -21.1% | -1.2% | -22.4% |
| 1Y | -23.2% | -19.3% | -3.9% | -22.7% |
| All | -19.2% | -78.0% | +58.8% | -38.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling