+17.4%
ISRG vs PTEN
-1.7%
+19.1%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +1.9% | -6.4% | -4.7% |
| 7D | -5.2% | -1.0% | -4.2% | -5.1% |
| 30D | -7.6% | +29.3% | -36.9% | -9.7% |
| 3M | -16.4% | +7.2% | -23.6% | -16.9% |
| 6M | -28.6% | +43.5% | -72.1% | -32.4% |
| YTD | -38.2% | +113.2% | -151.4% | -45.4% |
| 1Y | -25.5% | +135.1% | -160.6% | -35.6% |
| 3Y | +17.4% | -4.8% | +22.3% | +6.8% |
| All | +17.4% | -1.7% | +19.1% | +6.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling