+1,135.8%
URI vs FTAI
+2,658.1%
-1,522.3%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.5% | +0.2% | -0.9% |
| 7D | +6.7% | +0.2% | +6.5% | +6.6% |
| 30D | +8.9% | +10.7% | -1.8% | +4.9% |
| 3M | +0.5% | -16.4% | +17.0% | +4.2% |
| 6M | +20.7% | -32.2% | +52.9% | +31.2% |
| YTD | +40.0% | -7.7% | +47.7% | +35.8% |
| 1Y | +34.4% | +18.7% | +15.7% | +20.1% |
| 3Y | +149.5% | +354.3% | -204.8% | +13.5% |
| 5Y | +205.6% | +850.7% | -645.1% | -1.0% |
| All | +1,135.8% | +2,658.1% | -1,522.3% | +188.0% |
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