+0.8%
SCHW vs FTAI
+7.0%
-6.2%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -10.5% | +15.1% | +4.8% |
| 7D | +5.2% | +7.4% | -2.2% | +4.7% |
| 30D | -4.7% | +9.0% | -13.7% | -5.2% |
| 3M | -11.9% | -18.9% | +7.0% | -11.5% |
| 6M | +2.7% | -24.9% | +27.6% | +2.9% |
| YTD | -5.6% | -8.3% | +2.6% | -6.6% |
| 1Y | +0.8% | +16.5% | -15.7% | -3.0% |
| All | +0.8% | +7.0% | -6.2% | -3.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling