-53.1%
FISV vs FTAI
+890.7%
-943.9%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +3.3% | +2.1% | +5.1% |
| 7D | -2.7% | -5.2% | +2.5% | -2.2% |
| 30D | 0.0% | -17.9% | +18.0% | +1.8% |
| 3M | -2.8% | -22.7% | +19.9% | -1.0% |
| 6M | -11.8% | -28.0% | +16.2% | -10.3% |
| YTD | -23.2% | -5.0% | -18.3% | -25.1% |
| 1Y | -62.0% | +10.4% | -72.4% | -63.8% |
| 3Y | -57.6% | +425.2% | -482.8% | -72.2% |
| All | -53.1% | +890.7% | -943.9% | -74.8% |
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