+66.9%
IYR vs FTAI
+3,098.4%
-3,031.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.3% | -2.5% | +0.3% |
| 7D | -1.4% | -5.2% | +3.8% | -0.6% |
| 30D | -2.7% | -17.9% | +15.2% | -0.2% |
| 3M | -2.1% | -22.7% | +20.6% | +0.7% |
| 6M | +3.6% | -28.0% | +31.6% | +6.6% |
| YTD | +8.1% | -5.0% | +13.1% | +6.1% |
| 1Y | +4.7% | +10.4% | -5.7% | -0.3% |
| 3Y | +29.1% | +425.2% | -396.1% | -17.7% |
| 5Y | +6.9% | +890.3% | -883.4% | -42.6% |
| All | +66.9% | +3,098.4% | -3,031.5% | -28.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling