+98.3%
USB vs FTAI
+443.9%
-345.6%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.3% | -0.1% |
| 7D | +1.4% | +0.7% | +0.8% | +1.3% |
| 30D | -1.3% | -12.1% | +10.8% | -0.2% |
| 3M | +15.2% | -21.3% | +36.6% | +17.4% |
| 6M | +18.8% | -30.2% | +49.1% | +21.8% |
| YTD | +21.0% | +0.3% | +20.7% | +19.2% |
| 1Y | +34.0% | +27.2% | +6.9% | +28.2% |
| All | +98.3% | +443.9% | -345.6% | +13.5% |
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