-8.0%
ISRG vs RDDT
+230.5%
-238.5%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RDDT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +6.1% | -4.0% | +1.3% |
| 7D | -2.5% | -0.4% | -2.1% | -2.5% |
| 30D | -10.2% | -0.5% | -9.6% | -10.4% |
| 3M | -12.5% | -9.8% | -2.7% | -12.4% |
| 6M | -25.8% | +15.8% | -41.6% | -28.5% |
| YTD | -36.4% | -32.4% | -3.9% | -34.7% |
| 1Y | -19.9% | -40.0% | +20.1% | -17.2% |
| All | -8.0% | +230.5% | -238.5% | -18.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling