+386.2%
ISRG vs ETSY
+431.9%
-45.7%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +1.6% | +0.8% | +2.1% |
| 7D | +0.7% | -4.9% | +5.6% | +1.6% |
| 30D | -8.0% | -8.6% | +0.6% | -6.6% |
| 3M | -10.6% | +4.8% | -15.4% | -11.8% |
| 6M | -25.1% | +38.1% | -63.2% | -30.3% |
| YTD | -34.8% | +31.2% | -66.1% | -39.1% |
| 1Y | -19.0% | +22.1% | -41.1% | -24.2% |
| 3Y | +22.1% | +12.2% | +9.8% | +11.6% |
| 5Y | +8.2% | -66.5% | +74.7% | +18.3% |
| All | +386.2% | +431.9% | -45.7% | +225.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ETSY.
Daily Out/Under-Performance
Portfolio return minus ETSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETSY 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 ETSY 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