-17.3%
ISRG vs IONS
-47.1%
+29.8%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.6% | -5.0% | -3.5% |
| 7D | +4.8% | -9.4% | +14.2% | +5.9% |
| 30D | +9.2% | -10.7% | +20.0% | +10.5% |
| 3M | +21.2% | -27.7% | +48.8% | +25.2% |
| 6M | +0.2% | -48.7% | +48.9% | +6.3% |
| YTD | -20.1% | -50.2% | +30.1% | -15.6% |
| 1Y | -17.3% | -46.8% | +29.5% | -12.1% |
| All | -17.3% | -47.1% | +29.8% | -12.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling