+908.9%
FTAI vs IQV
-0.1%
+909.1%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.7% | +1.6% | +2.6% |
| 7D | -5.2% | -2.2% | -3.0% | -4.4% |
| 30D | -17.9% | +8.3% | -26.2% | -20.4% |
| 3M | -22.7% | +44.6% | -67.3% | -34.4% |
| 6M | -28.0% | +52.6% | -80.6% | -40.7% |
| YTD | -5.0% | +16.1% | -21.1% | -12.8% |
| 1Y | +10.4% | +37.3% | -26.9% | -6.8% |
| 3Y | +425.2% | +21.6% | +403.7% | +349.6% |
| All | +908.9% | -0.1% | +909.1% | +793.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling