+125.0%
URI vs FTAI
+448.1%
-323.1%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.5% |
| 7D | +2.5% | +3.9% | -1.4% | +1.8% |
| 30D | -12.5% | -8.8% | -3.7% | -11.3% |
| 3M | -6.2% | -14.5% | +8.3% | -4.3% |
| 6M | +25.9% | -24.0% | +49.9% | +29.6% |
| YTD | +26.2% | +0.5% | +25.7% | +24.0% |
| 1Y | +5.5% | +19.1% | -13.6% | +0.4% |
| 3Y | +125.0% | +460.7% | -335.8% | +4.7% |
| All | +125.0% | +448.1% | -323.1% | +4.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling