-10.5%
ISRG vs BIDU
-34.6%
+24.1%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +4.5% | +4.9% | +8.8% |
| 7D | +8.5% | +1.2% | +7.4% | +8.3% |
| 30D | +18.6% | -7.5% | +26.1% | +19.5% |
| 3M | +30.9% | -28.6% | +59.5% | +35.2% |
| 6M | +6.6% | -36.9% | +43.5% | +10.4% |
| YTD | -14.9% | -38.4% | +23.6% | -12.2% |
| 1Y | -10.5% | -35.7% | +25.1% | -8.3% |
| All | -10.5% | -34.6% | +24.1% | -8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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