+425.2%
FTAI vs IWF
+76.9%
+348.3%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.8% | +2.5% | +2.3% |
| 7D | -5.2% | -0.9% | -4.3% | -3.9% |
| 30D | -17.9% | -1.7% | -16.2% | -15.8% |
| 3M | -22.7% | +0.7% | -23.4% | -23.0% |
| 6M | -28.0% | +8.6% | -36.6% | -34.3% |
| YTD | -5.0% | +3.5% | -8.5% | -8.0% |
| 1Y | +10.4% | +7.0% | +3.4% | +2.5% |
| 3Y | +425.2% | +76.3% | +348.9% | +192.7% |
| All | +425.2% | +76.9% | +348.3% | +192.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 IWF 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