+17.9%
ONDS vs ISRG
+43.5%
-25.6%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.0% | -2.6% | -1.8% |
| 7D | -5.0% | -2.5% | -2.4% | -3.7% |
| 30D | -25.6% | -10.2% | -15.4% | -20.8% |
| 3M | -22.1% | -12.5% | -9.6% | -17.4% |
| 6M | -27.6% | -25.8% | -1.8% | -16.0% |
| YTD | -25.7% | -36.4% | +10.6% | -4.8% |
| 1Y | +30.4% | -19.9% | +50.3% | +40.6% |
| 3Y | +695.0% | +20.9% | +674.1% | +549.4% |
| 5Y | -2.2% | +5.7% | -7.8% | -18.9% |
| All | +17.9% | +43.5% | -25.6% | -23.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ISRG.
Daily Out/Under-Performance
Portfolio return minus ISRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ISRG 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 ISRG 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