+59.3%
USAR vs FTAI
+481.2%
-421.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -2.8% | -3.2% | -5.4% |
| 7D | -9.3% | -9.7% | +0.4% | -7.5% |
| 30D | -15.2% | -20.0% | +4.8% | -11.5% |
| 3M | -21.1% | -20.1% | -1.0% | -17.6% |
| 6M | -21.6% | -33.3% | +11.7% | -16.5% |
| YTD | +34.8% | -8.0% | +42.8% | +41.8% |
| 1Y | +15.6% | +8.0% | +7.7% | +21.3% |
| 3Y | +57.7% | +413.4% | -355.7% | +68.8% |
| All | +59.3% | +481.2% | -421.9% | +70.6% |
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