-48.5%
ONDS vs ISRG
+24.4%
-72.9%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | -2.1% | -5.0% | -5.9% |
| 7D | +17.7% | -6.1% | +23.8% | +21.9% |
| 30D | -20.7% | +4.2% | -24.9% | -23.4% |
| 3M | -45.5% | +9.6% | -55.2% | -49.2% |
| 6M | -41.2% | +1.9% | -43.0% | -44.2% |
| YTD | -45.5% | -22.3% | -23.2% | -38.3% |
| 1Y | -3.4% | -23.2% | +19.7% | +9.7% |
| 3Y | +779.3% | +58.5% | +720.8% | +479.5% |
| 5Y | -48.5% | +23.9% | -72.4% | -58.1% |
| All | -48.5% | +24.4% | -72.9% | -58.1% |
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