+1,750.9%
FTI vs GEN
+1,156.2%
+594.7%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.1% | -0.8% | +0.7% |
| 7D | +1.4% | -0.8% | +2.2% | +1.6% |
| 30D | -6.3% | +31.2% | -37.5% | -13.7% |
| 3M | -13.1% | +6.1% | -19.2% | -15.9% |
| 6M | -8.0% | +38.1% | -46.1% | -18.0% |
| YTD | +47.1% | +14.4% | +32.7% | +36.7% |
| 1Y | +50.7% | +15.1% | +35.5% | +39.8% |
| 3Y | +209.0% | +68.5% | +140.4% | +153.9% |
| 5Y | +847.0% | +35.8% | +811.2% | +705.5% |
| 10Y | +184.3% | +155.4% | +28.9% | +85.1% |
| All | +1,750.9% | +1,156.2% | +594.7% | +646.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling