+23.9%
ONDS vs ISRG
+46.0%
-22.1%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ISRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | +0.4% |
| 7D | -3.5% | -1.6% | -2.0% | -2.5% |
| 30D | -14.1% | -2.3% | -11.8% | -12.9% |
| 3M | -36.3% | -12.4% | -23.9% | -32.5% |
| 6M | -27.5% | -26.8% | -0.7% | -14.9% |
| YTD | -21.9% | -35.3% | +13.3% | -0.8% |
| 1Y | +43.0% | -19.3% | +62.3% | +53.9% |
| 3Y | +697.1% | +18.1% | +678.9% | +561.9% |
| 5Y | -1.2% | +2.6% | -3.8% | -16.4% |
| All | +23.9% | +46.0% | -22.1% | -20.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling