+2,582.9%
FTAI vs IBB
+84.8%
+2,498.0%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.9% | -0.7% | -1.0% |
| 7D | +0.7% | +1.4% | -0.8% | -0.2% |
| 30D | -12.1% | +10.5% | -22.6% | -17.3% |
| 3M | -21.3% | +23.6% | -45.0% | -30.9% |
| 6M | -30.2% | +22.6% | -52.9% | -37.9% |
| YTD | +0.3% | +25.7% | -25.4% | -11.9% |
| 1Y | +27.2% | +51.4% | -24.2% | +0.3% |
| 3Y | +443.9% | +64.4% | +379.5% | +310.7% |
| 5Y | +853.5% | +22.1% | +831.4% | +715.3% |
| 10Y | +3,169.1% | +132.5% | +3,036.6% | +2,096.0% |
| All | +2,582.9% | +84.8% | +2,498.0% | +1,776.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling