+2,369.3%
FTAI vs IWD
+220.7%
+2,148.6%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.7% | -1.7% |
| 7D | +0.2% | +2.3% | -2.1% | -2.4% |
| 30D | +10.7% | +3.6% | +7.1% | +6.0% |
| 3M | -16.4% | +2.2% | -18.6% | -18.4% |
| 6M | -32.2% | +13.0% | -45.2% | -41.4% |
| YTD | -7.7% | +26.5% | -34.2% | -29.5% |
| 1Y | +18.7% | +30.1% | -11.4% | -12.2% |
| 3Y | +354.3% | +84.9% | +269.5% | +131.2% |
| 5Y | +850.7% | +73.4% | +777.3% | +429.8% |
| 10Y | +2,664.3% | +204.0% | +2,460.3% | +860.5% |
| All | +2,369.3% | +220.7% | +2,148.6% | +750.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling