+155.8%
EXC vs FTAI
+3,098.4%
-2,942.6%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +3.3% | -3.8% | -0.8% |
| 7D | -1.1% | -5.2% | +4.1% | -0.7% |
| 30D | -3.6% | -17.9% | +14.3% | -2.4% |
| 3M | -4.3% | -22.7% | +18.5% | -2.9% |
| 6M | -9.9% | -28.0% | +18.1% | -8.7% |
| YTD | +1.8% | -5.0% | +6.7% | +0.5% |
| 1Y | +2.9% | +10.4% | -7.5% | 0.0% |
| 3Y | +19.1% | +425.2% | -406.1% | -9.9% |
| 5Y | +44.8% | +890.3% | -845.5% | -2.7% |
| All | +155.8% | +3,098.4% | -2,942.6% | +54.1% |
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