+539.2%
ISRG vs FTAI
+2,658.1%
-2,118.9%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.3% | +1.1% |
| 7D | -2.0% | +0.2% | -2.2% | -2.2% |
| 30D | +5.6% | +10.7% | -5.1% | +2.5% |
| 3M | +10.5% | -16.4% | +27.0% | +12.5% |
| 6M | +2.6% | -32.2% | +34.8% | +7.7% |
| YTD | -21.7% | -7.7% | -14.0% | -24.3% |
| 1Y | -21.6% | +18.7% | -40.3% | -28.4% |
| 3Y | +57.0% | +354.3% | -297.3% | -5.5% |
| 5Y | +25.0% | +850.7% | -825.7% | -39.6% |
| All | +539.2% | +2,658.1% | -2,118.9% | +147.0% |
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