+365.2%
ISRG vs BIDU
-48.3%
+413.5%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.4% | +1.0% |
| 7D | -5.0% | -2.4% | -2.6% | -4.6% |
| 30D | -10.2% | -16.0% | +5.8% | -7.3% |
| 3M | -17.2% | -24.0% | +6.8% | -12.9% |
| 6M | -28.4% | -24.9% | -3.6% | -25.1% |
| YTD | -37.6% | -29.6% | -8.1% | -34.3% |
| 1Y | -24.4% | -15.2% | -9.3% | -24.3% |
| 3Y | +18.4% | -32.2% | +50.6% | +20.9% |
| 5Y | -1.0% | -43.8% | +42.8% | -0.9% |
| All | +365.2% | -48.3% | +413.5% | +315.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling