+3,244.4%
FTAI vs BURL
+206.3%
+3,038.1%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BURL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -3.7% | +3.9% | +1.4% |
| 7D | +3.9% | -2.6% | +6.5% | +4.7% |
| 30D | -8.8% | -30.8% | +21.9% | +2.3% |
| 3M | -14.5% | -18.7% | +4.2% | -9.3% |
| 6M | -24.0% | -16.4% | -7.6% | -20.2% |
| YTD | +0.5% | -11.6% | +12.1% | +3.5% |
| 1Y | +19.1% | -12.0% | +31.1% | +21.5% |
| 3Y | +460.7% | +63.6% | +397.1% | +361.9% |
| 5Y | +947.3% | -12.6% | +959.9% | +899.7% |
| 10Y | +3,244.4% | +206.5% | +3,037.9% | +2,422.4% |
| All | +3,244.4% | +206.3% | +3,038.1% | +2,422.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BURL.
Daily Out/Under-Performance
Portfolio return minus BURL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BURL 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 10y: compounded portfolio wealth divided by compounded BURL 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…
10y analysis · Full analysis span regression · 6 months rolling