+143.2%
ISRG vs ONTO
+390.5%
-247.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +11.1% | -14.4% | -5.8% |
| 7D | +4.8% | -14.0% | +18.8% | +7.5% |
| 30D | +9.2% | -43.1% | +52.3% | +22.3% |
| 3M | +21.2% | -35.5% | +56.7% | +29.5% |
| 6M | +0.2% | -41.1% | +41.3% | +5.2% |
| YTD | -20.1% | +9.8% | -29.8% | -31.1% |
| 1Y | -17.3% | +31.5% | -48.9% | -32.7% |
| 3Y | +63.3% | +45.2% | +18.2% | +12.4% |
| 5Y | +24.1% | +86.7% | -62.6% | -27.1% |
| All | +143.2% | +390.5% | -247.3% | -11.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling