+507.2%
ISRG vs ETSY
+146.8%
+360.4%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -6.7% | +5.9% | +0.2% |
| 7D | -1.6% | -8.5% | +6.9% | -0.2% |
| 30D | -2.3% | -10.9% | +8.6% | -0.7% |
| 3M | -12.4% | +14.1% | -26.6% | -14.7% |
| 6M | -26.8% | +37.5% | -64.3% | -31.1% |
| YTD | -35.3% | +38.0% | -73.3% | -39.4% |
| 1Y | -19.3% | +46.5% | -65.9% | -26.0% |
| 3Y | +18.1% | +2.5% | +15.6% | +11.4% |
| 5Y | +2.6% | -65.3% | +67.9% | +9.4% |
| 10Y | +379.4% | +451.6% | -72.2% | +258.6% |
| All | +507.2% | +146.8% | +360.4% | +333.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling