+3,076.9%
FTAI vs XHB
+215.4%
+2,861.5%
-72.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.6% | +1.7% | +2.1% |
| 7D | -5.2% | -4.6% | -0.6% | -1.7% |
| 30D | -17.9% | -9.1% | -8.8% | -11.6% |
| 3M | -22.7% | -8.6% | -14.2% | -17.2% |
| 6M | -28.0% | -4.0% | -24.0% | -24.8% |
| YTD | -5.0% | -3.9% | -1.0% | -1.2% |
| 1Y | +10.4% | -16.5% | +26.9% | +26.3% |
| 3Y | +425.2% | +22.6% | +402.7% | +329.8% |
| 5Y | +890.3% | +33.9% | +856.4% | +635.3% |
| All | +3,076.9% | +215.4% | +2,861.5% | +1,078.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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