+32.9%
DIS vs FTAI
+2,805.0%
-2,772.1%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.3% | +0.1% |
| 7D | +0.6% | +6.7% | -6.1% | -0.8% |
| 30D | +10.3% | +15.7% | -5.4% | +6.6% |
| 3M | +15.6% | -14.9% | +30.5% | +17.2% |
| 6M | +15.1% | -31.4% | +46.5% | +20.2% |
| YTD | +6.0% | -2.1% | +8.1% | +1.9% |
| 1Y | +5.7% | +23.6% | -17.9% | -3.2% |
| 3Y | +39.8% | +383.8% | -343.9% | -16.2% |
| 5Y | -23.9% | +913.3% | -937.2% | -63.7% |
| 10Y | +32.9% | +2,831.2% | -2,798.3% | -50.5% |
| All | +32.9% | +2,805.0% | -2,772.1% | -50.5% |
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 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