+381.7%
FTAI vs IWD
+85.5%
+296.2%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +0.8% |
| 7D | +6.7% | -0.6% | +7.2% | +8.4% |
| 30D | +15.7% | +3.6% | +12.1% | +7.9% |
| 3M | -14.9% | +2.7% | -17.6% | -19.1% |
| 6M | -31.4% | +13.2% | -44.6% | -46.3% |
| YTD | -2.1% | +26.8% | -28.9% | -36.9% |
| 1Y | +23.6% | +29.3% | -5.6% | -23.1% |
| All | +381.7% | +85.5% | +296.2% | +78.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling