+500.7%
ISRG vs IONS
+17.3%
+483.4%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.6% | -5.0% | -3.7% |
| 7D | +4.8% | -9.4% | +14.2% | +7.0% |
| 30D | +9.2% | -10.7% | +20.0% | +11.8% |
| 3M | +21.2% | -27.7% | +48.8% | +29.4% |
| 6M | +0.2% | -48.7% | +48.9% | +14.3% |
| YTD | -20.1% | -50.2% | +30.1% | -8.5% |
| 1Y | -17.3% | -46.8% | +29.5% | -7.0% |
| 3Y | +63.3% | -14.8% | +78.2% | +57.0% |
| 5Y | +24.1% | +17.0% | +7.1% | +6.7% |
| All | +500.7% | +17.3% | +483.4% | +478.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IONS.
Daily Out/Under-Performance
Portfolio return minus IONS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IONS 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 10y: compounded portfolio wealth divided by compounded IONS 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…
10y analysis · Full analysis span regression · 6 months rolling