+374.7%
ISRG vs PTEN
-15.3%
+390.0%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.2% | +2.3% | +2.1% |
| 7D | -2.5% | +2.8% | -5.3% | -2.9% |
| 30D | -10.2% | +17.6% | -27.7% | -12.0% |
| 3M | -12.5% | +8.2% | -20.7% | -13.9% |
| 6M | -25.8% | +38.1% | -63.9% | -29.7% |
| YTD | -36.4% | +117.3% | -153.6% | -43.3% |
| 1Y | -19.9% | +146.1% | -166.0% | -30.1% |
| 3Y | +20.9% | -3.0% | +23.9% | +15.4% |
| 5Y | +5.7% | +93.5% | -87.8% | -10.6% |
| All | +374.7% | -15.3% | +390.0% | +269.8% |
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