+22,229.9%
ISRG vs IONS
+206.2%
+22,023.7%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.6% | -5.0% | -3.6% |
| 7D | +4.8% | -9.4% | +14.2% | +6.6% |
| 30D | +9.2% | -10.7% | +20.0% | +11.3% |
| 3M | +21.2% | -27.7% | +48.8% | +27.8% |
| 6M | +0.2% | -48.7% | +48.9% | +11.6% |
| YTD | -20.1% | -50.2% | +30.1% | -10.8% |
| 1Y | -17.3% | -46.8% | +29.5% | -9.0% |
| 3Y | +63.3% | -14.8% | +78.2% | +59.9% |
| 5Y | +24.1% | +17.0% | +7.1% | +12.4% |
| 10Y | +507.0% | +45.3% | +461.7% | +400.9% |
| All | +22,229.9% | +206.2% | +22,023.7% | +10,262.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling