+86.8%
SCHW vs FTAI
+424.1%
-337.2%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.3% | -3.4% | -0.3% |
| 7D | -1.9% | -5.2% | +3.3% | -1.5% |
| 30D | -1.6% | -17.9% | +16.3% | -0.2% |
| 3M | +21.3% | -22.7% | +44.0% | +23.3% |
| 6M | +16.5% | -28.0% | +44.5% | +18.5% |
| YTD | +8.4% | -5.0% | +13.4% | +7.1% |
| 1Y | +15.6% | +10.4% | +5.2% | +12.2% |
| 3Y | +86.8% | +425.2% | -338.4% | +5.9% |
| All | +86.8% | +424.1% | -337.2% | +5.9% |
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 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