-16.7%
ISRG vs PLTU
+103.5%
-120.2%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +7.1% | -10.4% | -3.9% |
| 7D | +4.8% | -25.3% | +30.1% | +7.1% |
| 30D | +9.2% | -34.5% | +43.7% | +12.4% |
| 3M | +21.2% | -3.4% | +24.5% | +20.0% |
| 6M | +0.2% | +12.4% | -12.2% | -4.1% |
| YTD | -20.1% | -45.1% | +25.1% | -19.5% |
| 1Y | -17.3% | -45.7% | +28.3% | -17.3% |
| All | -16.7% | +103.5% | -120.2% | -36.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling