+25.5%
ISRG vs PDD
-16.7%
+42.1%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.9% | -1.0% | +0.6% |
| 7D | -2.0% | -4.9% | +2.9% | -1.4% |
| 30D | +5.6% | -3.0% | +8.6% | +6.0% |
| 3M | +10.5% | -6.2% | +16.7% | +11.4% |
| 6M | +2.6% | -20.7% | +23.3% | +5.4% |
| YTD | -21.7% | -30.4% | +8.7% | -18.5% |
| 1Y | -21.6% | -41.3% | +19.7% | -16.8% |
| 3Y | +57.0% | -27.7% | +84.7% | +57.6% |
| All | +25.5% | -16.7% | +42.1% | +27.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling