+147.3%
ISRG vs ONTO
+449.2%
-301.9%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +12.0% | -10.3% | -0.9% |
| 7D | +5.4% | +1.4% | +4.0% | +4.2% |
| 30D | +8.6% | -34.1% | +42.8% | +17.6% |
| 3M | +21.6% | -37.1% | +58.6% | +31.3% |
| 6M | +2.3% | -31.8% | +34.2% | +3.8% |
| YTD | -18.7% | +22.9% | -41.6% | -31.7% |
| 1Y | -17.8% | +39.5% | -57.3% | -33.7% |
| 3Y | +69.1% | +57.7% | +11.4% | +14.6% |
| 5Y | +26.5% | +115.8% | -89.3% | -28.4% |
| All | +147.3% | +449.2% | -301.9% | -11.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 10y: compounded portfolio wealth divided by compounded ONTO 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…
10y analysis · Full analysis span regression · 6 months rolling