+12.1%
IVV vs FTAI
+18.1%
-6.0%
-8.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.3% | +4.0% | +0.1% |
| 7D | +3.3% | +12.9% | -9.5% | +2.1% |
| 30D | -2.7% | +9.9% | -12.5% | -3.9% |
| 3M | -1.7% | -19.1% | +17.4% | -0.2% |
| 6M | +3.2% | -30.9% | +34.0% | +5.9% |
| YTD | +12.0% | -6.3% | +18.3% | +10.9% |
| 1Y | +12.1% | +20.0% | -7.9% | +7.1% |
| All | +12.1% | +18.1% | -6.0% | +7.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling