+81.3%
USB vs FTAI
+2,658.1%
-2,576.8%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.5% | +2.3% | +1.1% |
| 7D | +2.6% | +0.2% | +2.4% | +2.4% |
| 30D | +8.4% | +10.7% | -2.3% | +5.4% |
| 3M | -5.5% | -16.4% | +10.9% | -3.7% |
| 6M | +17.7% | -32.2% | +49.9% | +23.8% |
| YTD | +17.6% | -7.7% | +25.3% | +14.1% |
| 1Y | +33.9% | +18.7% | +15.1% | +22.8% |
| 3Y | +103.8% | +354.3% | -250.5% | +17.4% |
| 5Y | +25.6% | +850.7% | -825.1% | -43.2% |
| All | +81.3% | +2,658.1% | -2,576.8% | -34.8% |
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