+88.0%
ISRG vs ONTO
+695.7%
-607.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +4.9% | -9.4% | -5.7% |
| 7D | -5.2% | +9.7% | -14.8% | -7.4% |
| 30D | -7.6% | -8.8% | +1.3% | -6.3% |
| 3M | -16.4% | +4.5% | -20.9% | -21.0% |
| 6M | -28.6% | +56.4% | -85.0% | -40.9% |
| YTD | -38.2% | +78.1% | -116.2% | -51.3% |
| 1Y | -25.5% | +171.3% | -196.8% | -49.1% |
| 3Y | +17.4% | +118.7% | -101.2% | -24.4% |
| 5Y | -3.0% | +269.4% | -272.4% | -51.5% |
| All | +88.0% | +695.7% | -607.6% | -37.1% |
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