+2,588.5%
FTAI vs UL
+83.2%
+2,505.3%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.2% | +0.5% |
| 7D | +3.9% | -1.3% | +5.2% | +4.3% |
| 30D | -8.8% | +0.9% | -9.8% | -9.3% |
| 3M | -14.5% | +14.2% | -28.7% | -18.7% |
| 6M | -24.0% | -3.2% | -20.8% | -23.8% |
| YTD | +0.5% | -0.3% | +0.8% | -0.3% |
| 1Y | +19.1% | -8.8% | +27.9% | +21.4% |
| 3Y | +460.7% | +23.9% | +436.9% | +403.6% |
| 5Y | +947.3% | +21.4% | +926.0% | +834.1% |
| 10Y | +3,244.4% | +66.7% | +3,177.7% | +2,665.2% |
| All | +2,588.5% | +83.2% | +2,505.3% | +2,156.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling