+499.6%
PLTR vs ISRG
+23.7%
+475.8%
-77.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.4% | +6.8% | +5.9% |
| 7D | -12.9% | +4.8% | -17.7% | -16.4% |
| 30D | -17.4% | +9.2% | -26.6% | -23.2% |
| 3M | +2.9% | +21.2% | -18.3% | -11.9% |
| 6M | +19.9% | +0.2% | +19.6% | +15.3% |
| YTD | -9.8% | -20.1% | +10.3% | +3.7% |
| 1Y | -8.4% | -17.3% | +9.0% | +2.4% |
| 3Y | +765.0% | +63.3% | +701.7% | +403.3% |
| All | +499.6% | +23.7% | +475.8% | +293.4% |
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