+3,076.9%
FTAI vs IBB
+125.5%
+2,951.4%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.1% | +3.2% | +3.2% |
| 7D | -5.2% | -4.2% | -1.0% | -2.3% |
| 30D | -17.9% | +1.1% | -19.0% | -18.6% |
| 3M | -22.7% | +19.0% | -41.8% | -31.9% |
| 6M | -28.0% | +18.9% | -46.9% | -35.8% |
| YTD | -5.0% | +20.3% | -25.3% | -15.9% |
| 1Y | +10.4% | +41.5% | -31.1% | -12.4% |
| 3Y | +425.2% | +60.3% | +365.0% | +284.0% |
| 5Y | +890.3% | +18.7% | +871.6% | +743.8% |
| All | +3,076.9% | +125.5% | +2,951.4% | +1,944.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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