-37.1%
DOCS vs FTAI
+625.8%
-662.9%
-82.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.5% | +1.9% | +0.6% |
| 7D | +2.6% | +0.2% | +2.3% | +2.4% |
| 30D | +11.4% | +10.7% | +0.8% | +8.9% |
| 3M | +25.4% | -16.4% | +41.8% | +27.2% |
| 6M | +42.5% | -32.2% | +74.8% | +48.3% |
| YTD | -24.7% | -7.7% | -17.0% | -27.7% |
| 1Y | -32.9% | +18.7% | -51.7% | -39.0% |
| 3Y | +39.6% | +354.3% | -314.7% | -29.5% |
| 5Y | -54.6% | +850.7% | -905.3% | -84.4% |
| All | -37.1% | +625.8% | -662.9% | -78.9% |
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