+628.4%
ISRG vs ETSY
+184.8%
+443.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.1% | -2.1% | -2.1% |
| 7D | -6.1% | -3.5% | -2.6% | -5.6% |
| 30D | +4.2% | +11.4% | -7.1% | +2.4% |
| 3M | +9.6% | +10.9% | -1.3% | +7.5% |
| 6M | +1.9% | +53.5% | -51.7% | -5.6% |
| YTD | -22.3% | +59.3% | -81.6% | -29.0% |
| 1Y | -23.2% | +38.2% | -61.3% | -28.3% |
| 3Y | +58.5% | +39.6% | +18.9% | +42.1% |
| 5Y | +23.9% | -67.6% | +91.5% | +33.3% |
| 10Y | +536.7% | +653.3% | -116.6% | +361.9% |
| All | +628.4% | +184.8% | +443.6% | +407.1% |
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 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