-21.5%
ISRG vs PTEN
+145.3%
-166.8%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.1% | -1.3% | +1.0% |
| 7D | -5.0% | -1.7% | -3.3% | -5.1% |
| 30D | -10.2% | +18.6% | -28.8% | -9.0% |
| 3M | -17.2% | +12.5% | -29.6% | -15.5% |
| 6M | -28.4% | +41.9% | -70.3% | -27.9% |
| YTD | -37.6% | +117.8% | -155.4% | -40.4% |
| All | -21.5% | +145.3% | -166.8% | -26.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling