+2,443.2%
FTAI vs DLTR
+51.2%
+2,392.0%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DLTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.4% | +3.7% | +3.4% |
| 7D | -5.2% | -10.1% | +4.9% | -3.2% |
| 30D | -17.9% | -8.1% | -9.8% | -16.6% |
| 3M | -22.7% | +2.9% | -25.6% | -23.6% |
| 6M | -28.0% | +4.3% | -32.4% | -29.2% |
| YTD | -5.0% | -3.9% | -1.0% | -5.1% |
| 1Y | +10.4% | +18.9% | -8.5% | +5.7% |
| 3Y | +425.2% | +1.9% | +423.3% | +403.5% |
| 5Y | +890.3% | +31.0% | +859.4% | +789.6% |
| 10Y | +3,106.5% | +44.8% | +3,061.8% | +2,658.0% |
| All | +2,443.2% | +51.2% | +2,392.0% | +2,178.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling