+357.7%
IGV vs FTAI
+3,098.4%
-2,740.7%
-45.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.3% | -3.0% | -0.2% |
| 7D | -2.9% | -5.2% | +2.3% | -2.1% |
| 30D | -1.5% | -17.9% | +16.4% | +1.4% |
| 3M | +11.7% | -22.7% | +34.4% | +15.3% |
| 6M | +18.4% | -28.0% | +46.4% | +22.0% |
| YTD | -3.9% | -5.0% | +1.0% | -6.4% |
| 1Y | -9.7% | +10.4% | -20.1% | -14.9% |
| 3Y | +38.4% | +425.2% | -386.8% | -11.0% |
| 5Y | +21.6% | +890.3% | -868.8% | -32.9% |
| All | +357.7% | +3,098.4% | -2,740.7% | +121.1% |
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