+908.9%
FTAI vs EXR
-10.8%
+919.8%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.9% | +2.4% | +3.0% |
| 7D | -5.2% | -1.2% | -4.1% | -4.7% |
| 30D | -17.9% | -6.2% | -11.7% | -15.8% |
| 3M | -22.7% | -7.4% | -15.3% | -20.7% |
| 6M | -28.0% | -0.5% | -27.5% | -28.0% |
| YTD | -5.0% | +8.1% | -13.0% | -7.8% |
| 1Y | +10.4% | -2.9% | +13.3% | +11.0% |
| 3Y | +425.2% | +22.9% | +402.3% | +365.1% |
| All | +908.9% | -10.8% | +919.8% | +1,011.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 5y: compounded portfolio wealth divided by compounded EXR 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…
5y analysis · Full analysis span regression · 6 months rolling