+228.2%
TER vs FTAI
+929.6%
-701.5%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -5.8% | +8.9% | +5.3% |
| 7D | +12.4% | -0.2% | +12.6% | +12.0% |
| 30D | +5.1% | -13.6% | +18.8% | +10.6% |
| 3M | +4.0% | -20.6% | +24.5% | +13.0% |
| 6M | +29.5% | -32.6% | +62.1% | +48.7% |
| YTD | +98.5% | -5.4% | +103.8% | +104.4% |
| 1Y | +234.1% | +12.9% | +221.2% | +222.3% |
| 3Y | +289.0% | +428.1% | -139.1% | +84.9% |
| 5Y | +228.2% | +863.0% | -634.8% | +16.6% |
| All | +228.2% | +929.6% | -701.5% | +16.6% |
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