+12.0%
SHW vs FTAI
+890.7%
-878.7%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.3% | -1.5% | +1.5% |
| 7D | -3.1% | -5.2% | +2.1% | -2.5% |
| 30D | -10.0% | -17.9% | +7.9% | -8.1% |
| 3M | +2.3% | -22.7% | +25.0% | +4.8% |
| 6M | +0.7% | -28.0% | +28.7% | +3.3% |
| YTD | +0.5% | -5.0% | +5.4% | 0.0% |
| 1Y | -11.5% | +10.4% | -21.9% | -13.7% |
| 3Y | +21.3% | +425.2% | -403.9% | -15.8% |
| All | +12.0% | +890.7% | -878.7% | -32.9% |
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 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