+36.4%
UPS vs FTAI
+3,098.4%
-3,062.0%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +3.3% | -3.0% | 0.0% |
| 7D | -2.0% | -5.2% | +3.2% | -1.5% |
| 30D | -2.0% | -17.9% | +16.0% | -0.3% |
| 3M | -6.2% | -22.7% | +16.5% | -4.4% |
| 6M | +2.8% | -28.0% | +30.8% | +4.9% |
| YTD | +5.9% | -5.0% | +10.8% | +5.1% |
| 1Y | +26.2% | +10.4% | +15.9% | +23.0% |
| 3Y | -26.0% | +425.2% | -451.2% | -44.2% |
| 5Y | -34.3% | +890.3% | -924.6% | -55.6% |
| All | +36.4% | +3,098.4% | -3,062.0% | -11.5% |
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