+17,983.8%
ISRG vs IONS
+351.2%
+17,632.7%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IONS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.1% | -0.8% | -0.8% |
| 7D | -1.6% | -4.8% | +3.3% | -0.7% |
| 30D | -2.3% | +7.2% | -9.5% | -3.6% |
| 3M | -12.4% | -22.7% | +10.2% | -9.1% |
| 6M | -26.8% | -26.9% | +0.1% | -23.4% |
| YTD | -35.3% | -26.6% | -8.7% | -32.3% |
| 1Y | -19.3% | -2.1% | -17.2% | -20.2% |
| 3Y | +18.1% | +43.4% | -25.3% | +5.3% |
| 5Y | +2.6% | +47.0% | -44.3% | -10.7% |
| 10Y | +379.4% | +97.2% | +282.3% | +274.5% |
| All | +17,983.8% | +351.2% | +17,632.7% | +7,755.7% |
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