+16.5%
FTAI vs IQV
+25.1%
-8.6%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | +0.5% | -11.0% | -10.6% |
| 7D | +7.4% | -5.5% | +12.9% | +8.0% |
| 30D | +9.0% | -0.9% | +9.9% | +9.0% |
| 3M | -18.9% | +15.6% | -34.5% | -20.4% |
| 6M | -24.9% | +63.9% | -88.8% | -32.0% |
| YTD | -8.3% | +17.0% | -25.3% | -14.8% |
| 1Y | +16.5% | +25.0% | -8.5% | +10.0% |
| All | +16.5% | +25.1% | -8.6% | +10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IQV.
Daily Out/Under-Performance
Portfolio return minus IQV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IQV 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 1y: compounded portfolio wealth divided by compounded IQV 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…
1y analysis · Full analysis span regression · 6 months rolling