+3,076.9%
FTAI vs MUB
+17.2%
+3,059.7%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.4% | +2.9% | +2.6% |
| 7D | -5.2% | -0.8% | -4.4% | -3.9% |
| 30D | -17.9% | -2.4% | -15.5% | -14.8% |
| 3M | -22.7% | -2.8% | -19.9% | -19.2% |
| 6M | -28.0% | -2.2% | -25.8% | -25.2% |
| YTD | -5.0% | -1.6% | -3.4% | -1.9% |
| 1Y | +10.4% | 0.0% | +10.3% | +11.2% |
| 3Y | +425.2% | +7.9% | +417.4% | +368.1% |
| 5Y | +890.3% | +1.2% | +889.1% | +873.5% |
| All | +3,076.9% | +17.2% | +3,059.7% | +3,328.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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