+565.8%
PLTR vs ISRG
-2.6%
+568.3%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.5% | +2.2% | +1.0% |
| 7D | -5.3% | -5.2% | -0.2% | -1.7% |
| 30D | -1.0% | -7.6% | +6.6% | +4.6% |
| 3M | +24.8% | -16.4% | +41.1% | +39.0% |
| 6M | +8.4% | -28.6% | +36.9% | +35.6% |
| YTD | -4.2% | -38.2% | +34.0% | +34.5% |
| 1Y | +9.1% | -25.5% | +34.6% | +28.3% |
| 3Y | +1,025.6% | +17.4% | +1,008.2% | +758.2% |
| 5Y | +565.8% | -3.0% | +568.7% | +451.0% |
| All | +565.8% | -2.6% | +568.3% | +451.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ISRG.
Daily Out/Under-Performance
Portfolio return minus ISRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ISRG 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 5y: compounded portfolio wealth divided by compounded ISRG 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…
5y analysis · Full analysis span regression · 6 months rolling