-68.9%
U vs FTAI
+847.8%
-916.7%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.8% | +1.7% | -0.2% |
| 7D | 0.0% | -9.7% | +9.7% | +3.3% |
| 30D | -4.1% | -20.0% | +15.9% | +2.6% |
| 3M | +57.8% | -20.1% | +77.9% | +66.0% |
| 6M | +103.5% | -33.3% | +136.8% | +122.0% |
| YTD | -4.8% | -8.0% | +3.2% | -8.7% |
| 1Y | -2.4% | +8.0% | -10.3% | -12.9% |
| 3Y | +11.7% | +413.4% | -401.8% | -64.6% |
| 5Y | -68.9% | +858.6% | -927.4% | -94.1% |
| All | -68.9% | +847.8% | -916.7% | -94.1% |
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 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