+72.7%
IVV vs FTAI
+902.5%
-829.8%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +10.3% | -7.9% | +1.0% |
| 7D | +0.1% | +0.5% | -0.5% | -0.2% |
| 30D | -3.3% | +17.0% | -20.3% | -5.9% |
| 3M | -2.4% | -7.8% | +5.5% | -2.2% |
| 6M | +2.6% | -26.2% | +28.8% | +5.4% |
| YTD | +11.3% | +1.6% | +9.7% | +8.0% |
| 1Y | +13.4% | +22.2% | -8.7% | +6.8% |
| 3Y | +80.3% | +415.7% | -335.4% | +14.0% |
| 5Y | +72.7% | +932.0% | -859.3% | -12.8% |
| All | +72.7% | +902.5% | -829.8% | -12.8% |
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