+94.6%
SOFI vs FTAI
+424.1%
-329.5%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.3% | -2.7% | -0.2% |
| 7D | -4.9% | -5.2% | +0.3% | -3.6% |
| 30D | -3.5% | -17.9% | +14.5% | +1.4% |
| 3M | +3.9% | -22.7% | +26.6% | +10.2% |
| 6M | -6.5% | -28.0% | +21.5% | -0.4% |
| YTD | -33.8% | -5.0% | -28.9% | -34.5% |
| 1Y | -33.3% | +10.4% | -43.7% | -36.7% |
| 3Y | +94.6% | +425.2% | -330.6% | -28.1% |
| All | +94.6% | +424.1% | -329.5% | -28.1% |
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 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