+291.9%
FTI vs GEN
+157.3%
+134.5%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.7% | -3.6% | -3.0% |
| 7D | -5.6% | -4.3% | -1.3% | -4.8% |
| 30D | +0.4% | +3.8% | -3.4% | -0.5% |
| 3M | +8.1% | +22.3% | -14.2% | +3.1% |
| 6M | +16.7% | +39.0% | -22.3% | +7.5% |
| YTD | +70.0% | +11.9% | +58.1% | +64.0% |
| 1Y | +85.4% | +4.5% | +80.9% | +81.8% |
| 3Y | +265.9% | +59.0% | +206.9% | +224.6% |
| 5Y | +1,072.7% | +22.0% | +1,050.8% | +975.4% |
| All | +291.9% | +157.3% | +134.5% | +198.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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