-19.9%
ISRG vs ETSY
+28.9%
-48.8%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.6% | +1.5% | +2.0% |
| 7D | -2.5% | -12.7% | +10.2% | -1.4% |
| 30D | -10.2% | -9.9% | -0.2% | -9.4% |
| 3M | -12.5% | +4.2% | -16.7% | -13.2% |
| 6M | -25.8% | +34.2% | -60.0% | -28.5% |
| YTD | -36.4% | +29.1% | -65.5% | -38.4% |
| 1Y | -19.9% | +23.8% | -43.7% | -20.1% |
| All | -19.9% | +28.9% | -48.8% | -20.1% |
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