+17.4%
ISRG vs AON
-3.6%
+21.1%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -2.3% | -2.3% | -4.0% |
| 7D | -5.2% | -3.2% | -1.9% | -4.4% |
| 30D | -7.6% | -11.9% | +4.3% | -4.9% |
| 3M | -16.4% | -2.9% | -13.5% | -15.9% |
| 6M | -28.6% | -6.8% | -21.7% | -27.6% |
| YTD | -38.2% | -10.1% | -28.1% | -36.8% |
| 1Y | -25.5% | -14.2% | -11.3% | -22.8% |
| 3Y | +17.4% | -3.3% | +20.7% | +19.9% |
| All | +17.4% | -3.6% | +21.1% | +19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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