-14.6%
SHOP vs FTAI
+875.0%
-889.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -5.8% | +0.4% | -3.8% |
| 7D | -10.6% | -0.2% | -10.4% | -10.6% |
| 30D | -18.3% | -13.6% | -4.6% | -15.3% |
| 3M | +14.8% | -20.6% | +35.4% | +20.4% |
| 6M | -5.0% | -32.6% | +27.6% | +2.2% |
| YTD | -21.2% | -5.4% | -15.9% | -25.2% |
| 1Y | -11.6% | +12.9% | -24.5% | -21.9% |
| 3Y | +101.2% | +428.1% | -326.9% | -32.5% |
| All | -14.6% | +875.0% | -889.5% | -82.1% |
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