+2,361.6%
FTAI vs IQV
+291.6%
+2,070.0%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IQV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +0.1% | -2.9% | -2.8% |
| 7D | -9.7% | -5.3% | -4.4% | -7.5% |
| 30D | -20.0% | +5.5% | -25.5% | -22.0% |
| 3M | -20.1% | +41.2% | -61.3% | -33.1% |
| 6M | -33.3% | +50.5% | -83.8% | -46.3% |
| YTD | -8.0% | +14.1% | -22.1% | -16.5% |
| 1Y | +8.0% | +39.9% | -32.0% | -11.9% |
| 3Y | +413.4% | +20.5% | +392.9% | +332.7% |
| 5Y | +858.6% | -1.2% | +859.8% | +774.6% |
| 10Y | +3,003.7% | +233.9% | +2,769.8% | +1,630.5% |
| All | +2,361.6% | +291.6% | +2,070.0% | +1,385.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling