+28.1%
IYR vs FTAI
+407.3%
-379.2%
-16.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.8% | +1.9% | -0.8% |
| 7D | -2.8% | -9.7% | +6.9% | -2.3% |
| 30D | -2.5% | -20.0% | +17.5% | -1.4% |
| 3M | -3.0% | -20.1% | +17.1% | -2.2% |
| 6M | +1.6% | -33.3% | +34.9% | +3.2% |
| YTD | +7.3% | -8.0% | +15.3% | +6.7% |
| 1Y | +5.6% | +8.0% | -2.3% | +3.8% |
| All | +28.1% | +407.3% | -379.2% | -13.2% |
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