Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • FIX vs FTAI✓SelectedUSD · FTAIFIX vs FTAI performance historyLatest closeAs of+1.91%09/04
Stock and ETF performance explorer

FIX vs FTAI

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+7,588.6%
FTAI return
+2,582.9%
Excess return
+5,005.7%
Maximum drawdown
-49.7%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioFTAIExcessAlpha
1D+1.9%-1.6%+3.5%+2.3%
7D+6.0%+0.7%+5.4%+5.7%
30D-7.2%-12.1%+4.8%-4.0%
3M-15.9%-21.3%+5.5%-10.3%
6M+12.7%-30.2%+43.0%+23.0%
YTD+72.8%+0.3%+72.5%+71.6%
1Y+122.9%+27.2%+95.7%+106.8%
3Y+774.3%+443.9%+330.4%+411.5%
5Y+2,049.5%+853.5%+1,195.9%+963.7%
10Y+5,821.5%+3,169.1%+2,652.4%+2,230.4%
All+7,588.6%+2,582.9%+5,005.7%+3,043.2%

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