+102.0%
FTI vs WTW
+3.0%
+99.0%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.8% | -0.5% |
| 7D | +5.3% | -2.6% | +7.9% | +5.0% |
| 30D | +15.3% | -1.0% | +16.3% | +15.3% |
| 3M | +15.8% | +29.9% | -14.2% | +17.4% |
| 6M | +22.6% | +10.7% | +11.9% | +24.4% |
| YTD | +79.5% | +2.6% | +77.0% | +82.1% |
| 1Y | +102.0% | +2.8% | +99.3% | +106.0% |
| All | +102.0% | +3.0% | +99.0% | +106.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 1y: compounded portfolio wealth divided by compounded WTW 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…
1y analysis · Full analysis span regression · 6 months rolling