+71.5%
SHEL vs FTAI
+424.1%
-352.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.3% | -2.5% | +0.7% |
| 7D | +4.1% | -5.2% | +9.3% | +4.3% |
| 30D | +8.4% | -17.9% | +26.3% | +9.0% |
| 3M | +13.7% | -22.7% | +36.4% | +14.4% |
| 6M | +12.7% | -28.0% | +40.7% | +13.4% |
| YTD | +35.3% | -5.0% | +40.3% | +33.3% |
| 1Y | +39.4% | +10.4% | +29.0% | +35.6% |
| 3Y | +71.5% | +425.2% | -353.8% | +41.6% |
| All | +71.5% | +424.1% | -352.6% | +41.6% |
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