+16.5%
FTAI vs IWD
+33.0%
-16.5%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.5% | +2.6% | -13.1% | -16.6% |
| 7D | +7.4% | +2.5% | +4.9% | +0.7% |
| 30D | +9.0% | +6.0% | +3.1% | -6.2% |
| 3M | -18.9% | +3.8% | -22.7% | -26.4% |
| 6M | -24.9% | +16.3% | -41.2% | -50.1% |
| YTD | -8.3% | +27.5% | -35.7% | -48.3% |
| 1Y | +16.5% | +32.8% | -16.3% | -37.4% |
| All | +16.5% | +33.0% | -16.5% | -37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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