-19.1%
ISRG vs PLTU
+131.7%
-150.7%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.1% | -1.0% | -2.1% |
| 7D | -6.1% | +21.9% | -28.0% | -7.7% |
| 30D | +4.2% | -35.3% | +39.5% | +7.4% |
| 3M | +9.6% | -7.7% | +17.3% | +9.2% |
| 6M | +1.9% | +24.2% | -22.4% | -3.4% |
| YTD | -22.3% | -37.5% | +15.2% | -22.7% |
| 1Y | -23.2% | -43.6% | +20.4% | -23.1% |
| All | -19.1% | +131.7% | -150.7% | -38.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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