+62.2%
ISRG vs BIDU
-23.6%
+85.8%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.6% | -0.7% | -2.1% |
| 7D | +2.1% | +3.6% | -1.5% | +1.7% |
| 30D | +6.2% | -6.6% | +12.7% | +6.9% |
| 3M | +14.4% | -27.2% | +41.6% | +18.0% |
| 6M | 0.0% | -43.5% | +43.5% | +5.4% |
| YTD | -20.5% | -39.0% | +18.5% | -17.3% |
| 1Y | -21.9% | -39.8% | +17.9% | -18.8% |
| 3Y | +62.2% | -24.8% | +86.9% | +59.9% |
| All | +62.2% | -23.6% | +85.8% | +59.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling