+104.2%
USB vs FTAI
+415.7%
-311.4%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +10.3% | -7.8% | +1.6% |
| 7D | +0.8% | +0.5% | +0.2% | +0.5% |
| 30D | +6.8% | +17.0% | -10.2% | +4.9% |
| 3M | -3.8% | -7.8% | +4.1% | -3.6% |
| 6M | +11.7% | -26.2% | +37.9% | +13.8% |
| YTD | +17.5% | +1.6% | +15.9% | +15.2% |
| 1Y | +33.8% | +22.2% | +11.6% | +28.6% |
| 3Y | +104.2% | +415.7% | -311.4% | +23.9% |
| All | +104.2% | +415.7% | -311.4% | +23.9% |
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