+3,063.1%
FTAI vs USFD
+316.1%
+2,747.0%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | USFD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -5.5% | -0.3% | -2.9% |
| 7D | -0.2% | -7.0% | +6.8% | +3.7% |
| 30D | -13.6% | -10.3% | -3.4% | -8.4% |
| 3M | -20.6% | +9.2% | -29.8% | -24.8% |
| 6M | -32.6% | +7.4% | -40.0% | -35.8% |
| YTD | -5.4% | +29.4% | -34.7% | -18.9% |
| 1Y | +12.9% | +24.8% | -12.0% | -1.8% |
| 3Y | +428.1% | +150.0% | +278.1% | +220.2% |
| 5Y | +863.0% | +195.5% | +667.5% | +418.5% |
| All | +3,063.1% | +316.1% | +2,747.0% | +1,043.5% |
Cumulative growth
Daily Returns
Daily percentage return beside USFD.
Daily Out/Under-Performance
Portfolio return minus USFD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFD 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 USFD 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