+1,559.5%
HWM vs FTAI
+3,084.9%
-1,525.5%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.3% | -2.6% | -0.3% |
| 7D | -11.4% | -5.2% | -6.2% | -10.0% |
| 30D | -18.5% | -17.9% | -0.6% | -13.7% |
| 3M | -13.2% | -22.7% | +9.6% | -7.2% |
| 6M | -8.7% | -28.0% | +19.3% | -1.6% |
| YTD | +12.2% | -5.0% | +17.1% | +10.2% |
| 1Y | +24.9% | +10.4% | +14.5% | +15.4% |
| 3Y | +383.9% | +425.2% | -41.3% | +113.3% |
| 5Y | +646.1% | +890.3% | -244.2% | +140.3% |
| All | +1,559.5% | +3,084.9% | -1,525.5% | +303.5% |
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