+38.0%
IGV vs FTAI
+407.3%
-369.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.8% | +2.2% | -0.3% |
| 7D | -5.4% | -9.7% | +4.3% | -4.3% |
| 30D | -2.6% | -20.0% | +17.4% | -0.4% |
| 3M | +10.5% | -20.1% | +30.6% | +12.5% |
| 6M | +18.2% | -33.3% | +51.5% | +21.8% |
| YTD | -4.2% | -8.0% | +3.8% | -6.1% |
| 1Y | -9.8% | +8.0% | -17.8% | -14.1% |
| All | +38.0% | +407.3% | -369.3% | -9.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling