+20.3%
FISV vs FTAI
+2,432.1%
-2,411.8%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -5.8% | +1.5% | -3.5% |
| 7D | -6.4% | -0.2% | -6.2% | -6.4% |
| 30D | -6.8% | -13.6% | +6.8% | -5.2% |
| 3M | -10.0% | -20.6% | +10.6% | -8.0% |
| 6M | -20.6% | -32.6% | +12.0% | -17.9% |
| YTD | -27.6% | -5.4% | -22.2% | -29.4% |
| 1Y | -64.3% | +12.9% | -77.2% | -66.4% |
| 3Y | -60.0% | +428.1% | -488.1% | -73.9% |
| 5Y | -57.7% | +863.0% | -920.7% | -76.2% |
| 10Y | -3.0% | +3,092.6% | -3,095.6% | -57.9% |
| All | +20.3% | +2,432.1% | -2,411.8% | -45.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling