+386.2%
ISRG vs FTAI
+3,098.4%
-2,712.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.3% | -0.9% | +1.8% |
| 7D | +0.7% | -5.2% | +5.9% | +1.6% |
| 30D | -8.0% | -17.9% | +9.9% | -4.7% |
| 3M | -10.6% | -22.7% | +12.1% | -7.0% |
| 6M | -25.1% | -28.0% | +2.9% | -22.2% |
| YTD | -34.8% | -5.0% | -29.9% | -36.5% |
| 1Y | -19.0% | +10.4% | -29.4% | -24.2% |
| 3Y | +22.1% | +425.2% | -403.1% | -27.9% |
| 5Y | +8.2% | +890.3% | -882.1% | -47.3% |
| All | +386.2% | +3,098.4% | -2,712.3% | +88.8% |
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