+27.2%
FTAI vs WSM
+19.9%
+7.3%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +2.1% | -3.7% | -2.9% |
| 7D | +0.7% | -3.3% | +3.9% | +2.8% |
| 30D | -12.1% | -8.4% | -3.7% | -7.2% |
| 3M | -21.3% | +9.7% | -31.0% | -26.1% |
| 6M | -30.2% | +16.7% | -46.9% | -37.8% |
| YTD | +0.3% | +28.7% | -28.4% | -12.9% |
| 1Y | +27.2% | +13.7% | +13.5% | +13.2% |
| All | +27.2% | +19.9% | +7.3% | +13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 1y: compounded portfolio wealth divided by compounded WSM 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…
1y analysis · Full analysis span regression · 6 months rolling