+92.5%
USB vs FTAI
+327.3%
-234.8%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -9.5% | +7.4% | -1.2% |
| 7D | -1.5% | -17.1% | +15.7% | +0.1% |
| 30D | +4.3% | -9.5% | +13.8% | +4.9% |
| 3M | -6.1% | -27.2% | +21.2% | -3.8% |
| 6M | +9.4% | -33.3% | +42.7% | +12.2% |
| YTD | +15.2% | -17.0% | +32.2% | +15.1% |
| 1Y | +32.8% | +0.7% | +32.0% | +30.0% |
| All | +92.5% | +327.3% | -234.8% | +18.3% |
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