+17,983.8%
ISRG vs PTEN
+58.8%
+17,925.0%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -0.7% |
| 7D | -1.6% | +0.7% | -2.3% | -1.7% |
| 30D | -2.3% | +31.2% | -33.5% | -6.9% |
| 3M | -12.4% | +2.0% | -14.5% | -13.8% |
| 6M | -26.8% | +42.4% | -69.2% | -32.7% |
| YTD | -35.3% | +109.2% | -144.4% | -44.5% |
| 1Y | -19.3% | +122.3% | -141.6% | -32.0% |
| 3Y | +18.1% | -5.6% | +23.7% | +11.5% |
| 5Y | +2.6% | +86.5% | -83.9% | -19.3% |
| 10Y | +379.4% | -22.1% | +401.6% | +256.9% |
| All | +17,983.8% | +58.8% | +17,925.0% | +9,291.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling