+5.2%
ISRG vs ONON
-20.9%
+26.2%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.3% | +0.5% | -0.6% |
| 7D | -1.6% | -3.0% | +1.4% | -0.9% |
| 30D | -2.3% | -26.7% | +24.4% | +4.0% |
| 3M | -12.4% | -25.3% | +12.9% | -7.2% |
| 6M | -26.8% | -35.3% | +8.4% | -20.4% |
| YTD | -35.3% | -39.8% | +4.5% | -28.6% |
| 1Y | -19.3% | -39.2% | +19.9% | -11.7% |
| 3Y | +18.1% | -4.2% | +22.4% | +12.5% |
| All | +5.2% | -20.9% | +26.2% | -6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 ONON 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