+2,112.4%
FTI vs WAB
+4,511.4%
-2,399.0%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | WAB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.6% | -2.7% | -2.4% |
| 7D | -0.2% | +1.7% | -1.9% | -1.1% |
| 30D | +12.3% | -2.4% | +14.8% | +13.8% |
| 3M | +13.8% | +9.7% | +4.1% | +7.0% |
| 6M | +24.3% | +16.5% | +7.8% | +12.0% |
| YTD | +75.8% | +33.7% | +42.0% | +46.3% |
| 1Y | +99.6% | +49.7% | +50.0% | +55.1% |
| 3Y | +278.4% | +170.9% | +107.5% | +107.1% |
| 5Y | +1,168.7% | +228.0% | +940.6% | +519.1% |
| 10Y | +297.5% | +284.8% | +12.7% | +75.6% |
| All | +2,112.4% | +4,511.4% | -2,399.0% | +267.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WAB.
Daily Out/Under-Performance
Portfolio return minus WAB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAB 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded WAB 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling