+550.7%
ISRG vs PTEN
-41.7%
+592.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.7% | -3.8% | -0.5% |
| 7D | -6.8% | -2.2% | -4.6% | -6.5% |
| 30D | +5.1% | -8.0% | +13.2% | +5.7% |
| 3M | +12.0% | -5.0% | +17.1% | +11.9% |
| 6M | +7.0% | -10.6% | +17.7% | +7.0% |
| YTD | -20.6% | +75.5% | -96.1% | -28.0% |
| 1Y | -21.4% | +70.2% | -91.6% | -28.5% |
| 3Y | +62.0% | -3.7% | +65.7% | +54.0% |
| 5Y | +28.1% | +34.9% | -6.8% | +12.8% |
| 10Y | +550.7% | -41.4% | +592.1% | +429.6% |
| All | +550.7% | -41.7% | +592.3% | +429.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN 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 10y: compounded portfolio wealth divided by compounded PTEN 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…
10y analysis · Full analysis span regression · 6 months rolling