-40.7%
FIS vs FTAI
+2,995.8%
-3,036.4%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.8% | +4.0% | +1.6% |
| 7D | -8.9% | -9.7% | +0.8% | -7.6% |
| 30D | -9.9% | -20.0% | +10.1% | -7.3% |
| 3M | 0.0% | -20.1% | +20.0% | +2.1% |
| 6M | -22.9% | -33.3% | +10.4% | -20.1% |
| YTD | -40.9% | -8.0% | -32.9% | -42.1% |
| 1Y | -40.4% | +8.0% | -48.4% | -43.6% |
| 3Y | -25.4% | +413.4% | -438.8% | -53.1% |
| 5Y | -64.8% | +858.6% | -923.4% | -81.3% |
| All | -40.7% | +2,995.8% | -3,036.4% | -73.7% |
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