+550.7%
ISRG vs IONS
-29.6%
+580.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.2% |
| 7D | -6.8% | -29.4% | +22.7% | 0.0% |
| 30D | +5.1% | -35.1% | +40.2% | +14.9% |
| 3M | +12.0% | -48.9% | +60.9% | +28.9% |
| 6M | +7.0% | -62.4% | +69.4% | +30.8% |
| YTD | -20.6% | -64.2% | +43.6% | -2.2% |
| 1Y | -21.4% | -60.9% | +39.5% | -5.4% |
| 3Y | +62.0% | -38.9% | +100.9% | +65.9% |
| 5Y | +28.1% | -15.6% | +43.7% | +15.9% |
| 10Y | +550.7% | -33.5% | +584.1% | +513.9% |
| All | +550.7% | -29.6% | +580.3% | +513.9% |
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