+2,588.5%
FTAI vs IVZ
+30.9%
+2,557.6%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.4% | +1.2% |
| 7D | +3.9% | +1.1% | +2.8% | +3.5% |
| 30D | -8.8% | +3.1% | -11.9% | -10.1% |
| 3M | -14.5% | +18.2% | -32.6% | -20.6% |
| 6M | -24.0% | +38.6% | -62.6% | -33.9% |
| YTD | +0.5% | +25.9% | -25.4% | -9.1% |
| 1Y | +19.1% | +51.7% | -32.6% | -0.8% |
| 3Y | +460.7% | +138.7% | +322.1% | +275.0% |
| 5Y | +947.3% | +62.8% | +884.6% | +692.3% |
| 10Y | +3,244.4% | +60.9% | +3,183.5% | +2,024.8% |
| All | +2,588.5% | +30.9% | +2,557.6% | +1,658.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 IVZ 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