+89.2%
TER vs FTAI
+903.9%
-814.7%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +1.6% | +6.7% | +7.7% |
| 7D | +5.9% | +6.7% | -0.8% | +3.7% |
| 30D | -30.8% | +15.7% | -46.5% | -35.1% |
| 3M | -29.9% | -14.9% | -15.1% | -26.6% |
| 6M | -27.5% | -31.4% | +4.0% | -17.5% |
| YTD | +37.5% | -2.1% | +39.6% | +38.2% |
| 1Y | +50.3% | +23.6% | +26.6% | +39.4% |
| 3Y | +204.9% | +383.8% | -178.9% | +43.7% |
| 5Y | +89.2% | +913.3% | -824.1% | -37.3% |
| All | +89.2% | +903.9% | -814.7% | -37.3% |
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