+908.9%
FTAI vs UL
+18.7%
+890.3%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.6% | +2.7% | +3.2% |
| 7D | -5.2% | -3.4% | -1.8% | -4.4% |
| 30D | -17.9% | +0.5% | -18.4% | -18.1% |
| 3M | -22.7% | +7.2% | -30.0% | -24.5% |
| 6M | -28.0% | -3.1% | -25.0% | -27.9% |
| YTD | -5.0% | -2.7% | -2.2% | -5.0% |
| 1Y | +10.4% | -10.2% | +20.6% | +12.6% |
| 3Y | +425.2% | +20.3% | +405.0% | +379.5% |
| All | +908.9% | +18.7% | +890.3% | +756.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UL.
Daily Out/Under-Performance
Portfolio return minus UL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UL 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 UL 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