+533.8%
ISRG vs FTAI
+2,699.0%
-2,165.1%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -4.3% | +2.2% | -1.4% |
| 7D | -6.1% | +12.9% | -19.0% | -8.4% |
| 30D | +4.2% | +9.9% | -5.6% | +1.3% |
| 3M | +9.6% | -19.1% | +28.7% | +12.3% |
| 6M | +1.9% | -30.9% | +32.7% | +6.5% |
| YTD | -22.3% | -6.3% | -16.0% | -25.1% |
| 1Y | -23.2% | +20.0% | -43.2% | -30.0% |
| 3Y | +58.5% | +363.0% | -304.4% | -4.9% |
| 5Y | +23.9% | +864.8% | -840.9% | -40.3% |
| All | +533.8% | +2,699.0% | -2,165.1% | +144.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling