+25.5%
ISRG vs FTAI
+848.5%
-823.0%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.3% | +1.1% |
| 7D | -2.0% | +0.2% | -2.2% | -2.1% |
| 30D | +5.6% | +10.7% | -5.1% | +2.9% |
| 3M | +10.5% | -16.4% | +27.0% | +12.4% |
| 6M | +2.6% | -32.2% | +34.8% | +7.2% |
| YTD | -21.7% | -7.7% | -14.0% | -24.1% |
| 1Y | -21.6% | +18.7% | -40.3% | -27.9% |
| 3Y | +57.0% | +354.3% | -297.3% | -9.2% |
| All | +25.5% | +848.5% | -823.0% | -45.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling