+2.0%
ISRG vs ONTO
+243.6%
-241.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +6.2% | -7.0% | -2.1% |
| 7D | -1.6% | -1.0% | -0.6% | -1.4% |
| 30D | -2.3% | -2.9% | +0.6% | -2.6% |
| 3M | -12.4% | -2.5% | -10.0% | -15.6% |
| 6M | -26.8% | +28.2% | -55.0% | -35.3% |
| YTD | -35.3% | +69.8% | -105.0% | -47.2% |
| 1Y | -19.3% | +162.9% | -182.2% | -42.6% |
| 3Y | +18.1% | +95.9% | -77.8% | -19.6% |
| All | +2.0% | +243.6% | -241.6% | -47.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling