+374.7%
ISRG vs BIDU
-49.1%
+423.8%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.6% | +3.6% | +2.4% |
| 7D | -2.5% | -5.2% | +2.7% | -1.5% |
| 30D | -10.2% | -14.5% | +4.3% | -7.6% |
| 3M | -12.5% | -22.9% | +10.4% | -8.2% |
| 6M | -25.8% | -27.8% | +2.0% | -21.8% |
| YTD | -36.4% | -30.7% | -5.7% | -32.8% |
| 1Y | -19.9% | -15.8% | -4.1% | -19.6% |
| 3Y | +20.9% | -33.2% | +54.1% | +23.7% |
| 5Y | +5.7% | -44.8% | +50.5% | +6.2% |
| All | +374.7% | -49.1% | +423.8% | +325.7% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling