+69.1%
ISRG vs FTAI
+415.7%
-346.6%
-45.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +10.3% | -8.6% | +0.6% |
| 7D | +5.4% | +0.5% | +4.9% | +5.0% |
| 30D | +8.6% | +17.0% | -8.4% | +6.0% |
| 3M | +21.6% | -7.8% | +29.4% | +21.9% |
| 6M | +2.3% | -26.2% | +28.5% | +4.8% |
| YTD | -18.7% | +1.6% | -20.3% | -21.4% |
| 1Y | -17.8% | +22.2% | -39.9% | -22.9% |
| 3Y | +69.1% | +415.7% | -346.6% | +4.2% |
| All | +69.1% | +415.7% | -346.6% | +4.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling