+63.6%
EMR vs FTAI
+847.8%
-784.1%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.8% | +1.5% | -0.8% |
| 7D | -1.2% | -9.7% | +8.5% | +0.7% |
| 30D | -9.4% | -20.0% | +10.6% | -5.8% |
| 3M | +8.6% | -20.1% | +28.6% | +12.5% |
| 6M | +6.7% | -33.3% | +40.0% | +13.5% |
| YTD | +13.1% | -8.0% | +21.1% | +13.7% |
| 1Y | +12.7% | +8.0% | +4.8% | +9.7% |
| 3Y | +58.1% | +413.4% | -355.3% | -0.5% |
| 5Y | +63.6% | +858.6% | -794.9% | -16.9% |
| All | +63.6% | +847.8% | -784.1% | -16.9% |
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 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