+3,781.0%
SHOP vs FTAI
+2,658.1%
+1,122.9%
-84.8%
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% | +0.5% |
| 7D | -1.2% | +0.2% | -1.4% | -1.4% |
| 30D | -14.7% | +10.7% | -25.4% | -17.5% |
| 3M | -7.2% | -16.4% | +9.2% | -5.0% |
| 6M | +54.2% | -32.2% | +86.4% | +63.5% |
| YTD | -8.6% | -7.7% | -0.9% | -12.4% |
| 1Y | +0.5% | +18.7% | -18.2% | -9.9% |
| 3Y | +135.9% | +354.3% | -218.4% | +35.1% |
| 5Y | -11.9% | +850.7% | -862.6% | -59.4% |
| All | +3,781.0% | +2,658.1% | +1,122.9% | +1,518.5% |
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