+282.9%
SMH vs FTAI
+424.1%
-141.2%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.3% | -1.8% | +0.7% |
| 7D | +0.3% | -5.2% | +5.5% | +1.5% |
| 30D | -2.8% | -17.9% | +15.1% | +1.6% |
| 3M | -6.7% | -22.7% | +16.0% | -1.4% |
| 6M | +41.8% | -28.0% | +69.8% | +50.9% |
| YTD | +57.9% | -5.0% | +62.8% | +57.6% |
| 1Y | +87.6% | +10.4% | +77.2% | +80.2% |
| 3Y | +282.9% | +425.2% | -142.3% | +108.8% |
| All | +282.9% | +424.1% | -141.2% | +108.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling