+532.9%
ISRG vs FTAI
+2,432.1%
-1,899.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-09.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.8% | +6.7% | +1.9% |
| 7D | -5.0% | -0.2% | -4.8% | -5.1% |
| 30D | -10.2% | -13.6% | +3.4% | -8.0% |
| 3M | -17.2% | -20.6% | +3.4% | -14.5% |
| 6M | -28.4% | -32.6% | +4.2% | -24.8% |
| YTD | -37.6% | -5.4% | -32.3% | -39.0% |
| 1Y | -24.4% | +12.9% | -37.3% | -29.3% |
| 3Y | +18.4% | +428.1% | -409.7% | -27.0% |
| 5Y | -1.0% | +863.0% | -864.0% | -48.3% |
| 10Y | +370.1% | +3,092.6% | -2,722.4% | +94.3% |
| All | +532.9% | +2,432.1% | -1,899.3% | +168.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FTAI.
Daily Out/Under-Performance
Portfolio return minus FTAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTAI 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 1990-01-01 to 2026-09-09: compounded portfolio wealth divided by compounded FTAI 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…
1990-01-01 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling