+57.0%
ISRG vs CDNS
+23.9%
+33.1%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CDNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.1% | +3.9% | +1.9% |
| 7D | -2.0% | +1.0% | -3.0% | -2.4% |
| 30D | +5.6% | -2.0% | +7.5% | +5.9% |
| 3M | +10.5% | -0.2% | +10.8% | +9.6% |
| 6M | +2.6% | -8.9% | +11.5% | +4.1% |
| YTD | -21.7% | +3.3% | -25.0% | -25.0% |
| 1Y | -21.6% | +2.2% | -23.8% | -24.7% |
| 3Y | +57.0% | +22.4% | +34.7% | +31.9% |
| All | +57.0% | +23.9% | +33.1% | +31.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CDNS.
Daily Out/Under-Performance
Portfolio return minus CDNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDNS 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 CDNS 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