+498.2%
HCA vs FTAI
+3,098.4%
-2,600.2%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.3% | -2.0% | +0.7% |
| 7D | +5.4% | -5.2% | +10.6% | +6.5% |
| 30D | +3.0% | -17.9% | +20.9% | +6.9% |
| 3M | +13.0% | -22.7% | +35.8% | +17.9% |
| 6M | -20.3% | -28.0% | +7.8% | -17.0% |
| YTD | -8.2% | -5.0% | -3.3% | -11.0% |
| 1Y | +6.7% | +10.4% | -3.7% | -1.2% |
| 3Y | +60.4% | +425.2% | -364.9% | -19.3% |
| 5Y | +73.4% | +890.3% | -816.9% | -33.5% |
| All | +498.2% | +3,098.4% | -2,600.2% | +33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FTAI.
Daily Out/Under-Performance
Portfolio return minus FTAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTAI 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 FTAI 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