+3,076.9%
FTAI vs SM
+23.0%
+3,053.9%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.2% | +3.5% | +3.3% |
| 7D | -5.2% | +4.6% | -9.8% | -5.9% |
| 30D | -17.9% | +18.2% | -36.1% | -20.3% |
| 3M | -22.7% | +22.5% | -45.3% | -26.1% |
| 6M | -28.0% | +50.6% | -78.6% | -34.9% |
| YTD | -5.0% | +108.1% | -113.1% | -19.6% |
| 1Y | +10.4% | +46.0% | -35.6% | -0.7% |
| 3Y | +425.2% | +2.9% | +422.4% | +393.4% |
| 5Y | +890.3% | +112.6% | +777.8% | +683.3% |
| All | +3,076.9% | +23.0% | +3,053.9% | +1,417.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SM.
Daily Out/Under-Performance
Portfolio return minus SM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SM 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 SM 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