+188.8%
SHEL vs FTAI
+890.7%
-701.9%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.3% | -2.5% | +0.6% |
| 7D | +4.1% | -5.2% | +9.3% | +4.5% |
| 30D | +8.4% | -17.9% | +26.3% | +9.9% |
| 3M | +13.7% | -22.7% | +36.4% | +15.4% |
| 6M | +12.7% | -28.0% | +40.7% | +14.2% |
| YTD | +35.3% | -5.0% | +40.3% | +32.6% |
| 1Y | +39.4% | +10.4% | +29.0% | +33.7% |
| 3Y | +71.5% | +425.2% | -353.8% | +16.9% |
| All | +188.8% | +890.7% | -701.9% | +63.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling