+281.9%
SHW vs FTAI
+2,582.9%
-2,301.0%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.6% | +2.0% | +0.7% |
| 7D | -3.2% | +0.7% | -3.9% | -3.4% |
| 30D | -9.5% | -12.1% | +2.6% | -8.1% |
| 3M | +11.5% | -21.3% | +32.8% | +14.5% |
| 6M | -3.5% | -30.2% | +26.7% | 0.0% |
| YTD | +3.7% | +0.3% | +3.5% | +2.0% |
| 1Y | -7.9% | +27.2% | -35.1% | -12.9% |
| 3Y | +24.7% | +443.9% | -419.2% | -14.0% |
| 5Y | +13.6% | +853.5% | -840.0% | -31.0% |
| 10Y | +283.0% | +3,169.1% | -2,886.1% | +77.3% |
| All | +281.9% | +2,582.9% | -2,301.0% | +82.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling