+228.4%
UNH vs FTAI
+3,098.4%
-2,870.0%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.3% | -5.7% | -2.7% |
| 7D | -4.5% | -5.2% | +0.7% | -4.0% |
| 30D | -6.5% | -17.9% | +11.4% | -4.7% |
| 3M | -6.0% | -22.7% | +16.7% | -4.0% |
| 6M | +33.7% | -28.0% | +61.7% | +36.3% |
| YTD | +16.4% | -5.0% | +21.3% | +14.8% |
| 1Y | +10.1% | +10.4% | -0.3% | +6.2% |
| 3Y | -16.3% | +425.2% | -441.5% | -39.4% |
| 5Y | +2.1% | +890.3% | -888.2% | -35.6% |
| All | +228.4% | +3,098.4% | -2,870.0% | +66.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling