-66.1%
FIS vs FTAI
+929.6%
-995.8%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -5.8% | +2.4% | -2.8% |
| 7D | -9.1% | -0.2% | -8.9% | -9.1% |
| 30D | -10.4% | -13.6% | +3.2% | -9.3% |
| 3M | -3.7% | -20.6% | +16.9% | -2.1% |
| 6M | -24.8% | -32.6% | +7.8% | -22.7% |
| YTD | -41.6% | -5.4% | -36.2% | -42.8% |
| 1Y | -42.7% | +12.9% | -55.6% | -45.7% |
| 3Y | -26.2% | +428.1% | -454.4% | -55.5% |
| 5Y | -66.1% | +863.0% | -929.1% | -83.9% |
| All | -66.1% | +929.6% | -995.8% | -83.9% |
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