+184.1%
FTI vs GEN
+152.9%
+31.2%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.4% | -0.3% | +1.6% |
| 7D | +4.3% | +2.0% | +2.3% | +3.9% |
| 30D | -4.7% | +27.7% | -32.4% | -9.5% |
| 3M | -13.5% | +3.3% | -16.8% | -14.7% |
| 6M | -8.7% | +31.8% | -40.5% | -15.0% |
| YTD | +49.0% | +13.5% | +35.5% | +42.5% |
| 1Y | +54.0% | +16.0% | +38.0% | +46.5% |
| 3Y | +211.6% | +70.6% | +141.0% | +170.9% |
| 5Y | +881.9% | +32.1% | +849.7% | +779.8% |
| All | +184.1% | +152.9% | +31.2% | +107.5% |
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