+82.2%
IVV vs FTAI
+891.0%
-808.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.6% |
| 7D | +0.5% | +3.9% | -3.4% | -0.1% |
| 30D | -1.0% | -8.8% | +7.9% | +0.1% |
| 3M | +3.9% | -14.5% | +18.3% | +5.4% |
| 6M | +14.5% | -24.0% | +38.5% | +17.1% |
| YTD | +12.9% | +0.5% | +12.4% | +10.5% |
| 1Y | +19.4% | +19.1% | +0.3% | +13.3% |
| 3Y | +78.8% | +460.7% | -381.9% | +13.2% |
| 5Y | +82.2% | +947.3% | -865.2% | -6.0% |
| All | +82.2% | +891.0% | -808.8% | -6.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling