-5.2%
ONDS vs ISRG
-2.2%
-3.0%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.9% | -5.2% | -4.9% |
| 7D | -4.2% | -5.0% | +0.8% | -1.4% |
| 30D | -21.7% | -10.2% | -11.5% | -16.6% |
| 3M | -24.5% | -17.2% | -7.3% | -17.1% |
| 6M | -25.0% | -28.4% | +3.4% | -11.0% |
| YTD | -25.3% | -37.6% | +12.3% | -3.0% |
| 1Y | +33.8% | -24.4% | +58.2% | +49.7% |
| 3Y | +699.3% | +18.4% | +680.9% | +559.2% |
| 5Y | -5.2% | -1.0% | -4.2% | -23.2% |
| All | -5.2% | -2.2% | -3.0% | -23.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling