-3.7%
FISV vs FTAI
+7.0%
-10.7%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -10.5% | +16.8% | +5.8% |
| 7D | +29.6% | +7.4% | +22.2% | +29.9% |
| 30D | +34.5% | +9.0% | +25.4% | +34.9% |
| 3M | +11.2% | -18.9% | +30.2% | +10.1% |
| 6M | -1.2% | -24.9% | +23.7% | -2.9% |
| YTD | -7.6% | -8.3% | +0.6% | -9.5% |
| 1Y | -3.7% | +16.5% | -20.2% | -5.9% |
| All | -3.7% | +7.0% | -10.7% | -5.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling