-10.5%
ISRG vs RDDT
-48.8%
+38.3%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RDDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +6.0% | +3.4% | +8.6% |
| 7D | +8.5% | -24.4% | +32.9% | +11.7% |
| 30D | +18.6% | -32.3% | +50.9% | +23.7% |
| 3M | +30.9% | -36.3% | +67.2% | +36.9% |
| 6M | +6.6% | -39.7% | +46.3% | +11.1% |
| YTD | -14.9% | -55.7% | +40.8% | -8.8% |
| 1Y | -10.5% | -45.7% | +35.2% | -7.7% |
| All | -10.5% | -48.8% | +38.3% | -7.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RDDT.
Daily Out/Under-Performance
Portfolio return minus RDDT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RDDT 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 RDDT 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