-19.3%
ISRG vs PDD
-33.4%
+14.1%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.6% | -1.1% |
| 7D | -1.6% | -4.1% | +2.5% | -0.4% |
| 30D | -2.3% | -9.6% | +7.3% | +0.6% |
| 3M | -12.4% | -4.3% | -8.2% | -11.4% |
| 6M | -26.8% | -18.8% | -8.1% | -22.6% |
| YTD | -35.3% | -27.5% | -7.8% | -28.8% |
| 1Y | -19.3% | -33.6% | +14.3% | -6.9% |
| All | -19.3% | -33.4% | +14.1% | -6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PDD.
Daily Out/Under-Performance
Portfolio return minus PDD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PDD 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 PDD 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