-20.1%
ISRG vs ONTO
+33.8%
-53.8%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +12.0% | -10.3% | +2.0% |
| 7D | +5.4% | +1.4% | +4.0% | +5.5% |
| 30D | +8.6% | -34.1% | +42.8% | +8.2% |
| 3M | +21.6% | -37.1% | +58.6% | +21.0% |
| 6M | +2.3% | -31.8% | +34.2% | -0.2% |
| YTD | -18.7% | +22.9% | -41.6% | -29.3% |
| All | -20.1% | +33.8% | -53.8% | -32.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling