+3.8%
ISRG vs IONS
-48.8%
+52.6%
-26.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.4% | +0.5% | -2.4% |
| 7D | +4.4% | -12.6% | +17.0% | +6.0% |
| 30D | +15.8% | -11.8% | +27.6% | +17.3% |
| 3M | +24.9% | -28.4% | +53.3% | +29.2% |
| 6M | +3.8% | -48.4% | +52.2% | +7.1% |
| All | +3.8% | -48.8% | +52.6% | +7.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling