+3,076.9%
FTAI vs DLTR
+45.3%
+3,031.6%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.4% | +3.7% | +3.4% |
| 7D | -5.2% | -10.1% | +4.9% | -3.1% |
| 30D | -17.9% | -8.1% | -9.8% | -16.5% |
| 3M | -22.7% | +2.9% | -25.6% | -23.7% |
| 6M | -28.0% | +4.3% | -32.4% | -29.3% |
| YTD | -5.0% | -3.9% | -1.0% | -5.1% |
| 1Y | +10.4% | +18.9% | -8.5% | +5.3% |
| 3Y | +425.2% | +1.9% | +423.3% | +402.0% |
| 5Y | +890.3% | +31.0% | +859.4% | +774.0% |
| All | +3,076.9% | +45.3% | +3,031.6% | +2,540.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DLTR.
Daily Out/Under-Performance
Portfolio return minus DLTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DLTR 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 DLTR 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