+886.0%
FTAI vs IWD
+72.6%
+813.5%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.6% | -5.2% | -4.9% |
| 7D | -0.2% | -1.2% | +1.0% | +1.9% |
| 30D | -13.6% | -1.6% | -12.0% | -11.2% |
| 3M | -20.6% | +7.0% | -27.6% | -29.0% |
| 6M | -32.6% | +17.0% | -49.6% | -47.0% |
| YTD | -5.4% | +21.6% | -27.0% | -29.7% |
| 1Y | +12.9% | +28.0% | -15.1% | -22.4% |
| 3Y | +428.1% | +70.6% | +357.6% | +144.3% |
| All | +886.0% | +72.6% | +813.5% | +355.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling