+425.2%
FTAI vs IQV
+22.1%
+403.2%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.7% | +1.6% | +2.8% |
| 7D | -5.2% | -2.2% | -3.0% | -4.6% |
| 30D | -17.9% | +8.3% | -26.2% | -19.9% |
| 3M | -22.7% | +44.6% | -67.3% | -32.3% |
| 6M | -28.0% | +52.6% | -80.6% | -38.5% |
| YTD | -5.0% | +16.1% | -21.1% | -11.1% |
| 1Y | +10.4% | +37.3% | -26.9% | -3.8% |
| 3Y | +425.2% | +21.6% | +403.7% | +363.7% |
| All | +425.2% | +22.1% | +403.2% | +363.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling