+17.4%
ISRG vs ETSY
+4.9%
+12.5%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -4.8% | +0.3% | -4.0% |
| 7D | -5.2% | -10.9% | +5.8% | -4.1% |
| 30D | -7.6% | -14.9% | +7.3% | -6.1% |
| 3M | -16.4% | +5.8% | -22.1% | -17.1% |
| 6M | -28.6% | +29.1% | -57.7% | -31.0% |
| YTD | -38.2% | +31.3% | -69.5% | -40.5% |
| 1Y | -25.5% | +25.1% | -50.6% | -28.4% |
| 3Y | +17.4% | +8.5% | +8.9% | +9.0% |
| All | +17.4% | +4.9% | +12.5% | +9.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling