+3.8%
ISRG vs PDD
-14.6%
+18.4%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PDD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +2.2% | -5.0% | -3.6% |
| 7D | +4.4% | +5.9% | -1.5% | +2.3% |
| 30D | +15.8% | +7.1% | +8.7% | +13.0% |
| 3M | +24.9% | -7.7% | +32.6% | +26.7% |
| 6M | +3.8% | -13.2% | +17.0% | +3.7% |
| All | +3.8% | -14.6% | +18.4% | +3.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling