+48.8%
PFE vs FTAI
+2,658.1%
-2,609.3%
-59.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +0.3% |
| 7D | -1.7% | +0.2% | -1.9% | -1.8% |
| 30D | +0.3% | +10.7% | -10.3% | -0.6% |
| 3M | +9.4% | -16.4% | +25.8% | +10.1% |
| 6M | +14.9% | -32.2% | +47.1% | +16.8% |
| YTD | +23.8% | -7.7% | +31.5% | +22.5% |
| 1Y | +19.5% | +18.7% | +0.8% | +16.1% |
| 3Y | +21.0% | +354.3% | -333.3% | +0.1% |
| 5Y | -23.9% | +850.7% | -874.6% | -42.7% |
| All | +48.8% | +2,658.1% | -2,609.3% | +11.8% |
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 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