-37.4%
IONQ vs ISRG
-21.8%
-15.6%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.1% | -2.5% | -2.6% |
| 7D | +15.3% | -6.8% | +22.1% | +16.2% |
| 30D | -6.1% | +5.1% | -11.2% | -6.9% |
| 3M | -21.6% | +12.0% | -33.6% | -22.9% |
| 6M | -40.1% | +7.0% | -47.1% | -41.6% |
| YTD | -24.1% | -20.6% | -3.5% | -13.7% |
| 1Y | -37.4% | -21.4% | -16.0% | -25.6% |
| All | -37.4% | -21.8% | -15.6% | -25.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ISRG.
Daily Out/Under-Performance
Portfolio return minus ISRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ISRG 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 ISRG 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