+644.4%
ISRG vs ETSY
+185.0%
+459.4%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.1% | -2.3% | -0.5% |
| 7D | -6.8% | -8.2% | +1.4% | -5.5% |
| 30D | +5.1% | +14.8% | -9.7% | +2.7% |
| 3M | +12.0% | +11.2% | +0.9% | +9.8% |
| 6M | +7.0% | +47.6% | -40.6% | -0.2% |
| YTD | -20.6% | +59.4% | -80.0% | -27.5% |
| 1Y | -21.4% | +38.6% | -60.0% | -26.7% |
| 3Y | +62.0% | +39.7% | +22.3% | +45.2% |
| 5Y | +28.1% | -65.1% | +93.3% | +36.4% |
| 10Y | +550.7% | +653.8% | -103.1% | +371.9% |
| All | +644.4% | +185.0% | +459.4% | +418.2% |
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