-21.6%
ISRG vs ETSY
+42.1%
-63.7%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.7% |
| 7D | -2.0% | -1.0% | -1.0% | -1.9% |
| 30D | +5.6% | +7.3% | -1.8% | +4.9% |
| 3M | +10.5% | +10.3% | +0.2% | +9.5% |
| 6M | +2.6% | +55.1% | -52.4% | -2.6% |
| YTD | -21.7% | +60.5% | -82.2% | -26.1% |
| 1Y | -21.6% | +52.2% | -73.7% | -25.4% |
| All | -21.6% | +42.1% | -63.7% | -25.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling