+69.6%
IWM vs FTAI
+362.7%
-293.1%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.1% | -0.1% |
| 7D | +1.4% | +0.2% | +1.2% | +1.3% |
| 30D | +2.3% | +10.7% | -8.4% | +0.3% |
| 3M | -8.3% | -16.4% | +8.1% | -6.8% |
| 6M | -1.3% | -32.2% | +30.9% | +2.7% |
| YTD | +13.5% | -7.7% | +21.2% | +12.4% |
| 1Y | +18.4% | +18.7% | -0.3% | +13.1% |
| 3Y | +69.6% | +354.3% | -284.7% | -2.0% |
| All | +69.6% | +362.7% | -293.1% | -2.0% |
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 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