+2,975.0%
FTAI vs IWD
+201.1%
+2,773.9%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.3% | -2.5% | -2.4% |
| 7D | -9.7% | -2.3% | -7.3% | -6.8% |
| 30D | -20.0% | -1.8% | -18.2% | -18.0% |
| 3M | -20.1% | +8.0% | -28.1% | -27.7% |
| 6M | -33.3% | +17.0% | -50.3% | -44.7% |
| YTD | -8.0% | +21.3% | -29.3% | -27.0% |
| 1Y | +8.0% | +27.9% | -20.0% | -19.8% |
| 3Y | +413.4% | +70.1% | +343.4% | +177.6% |
| 5Y | +858.6% | +74.2% | +784.4% | +413.8% |
| All | +2,975.0% | +201.1% | +2,773.9% | +940.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling