+3,310.4%
V vs FTI
+225.8%
+3,084.5%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.1% | -3.1% | -0.7% |
| 7D | +2.2% | -7.6% | +9.8% | +4.0% |
| 30D | +13.6% | -7.1% | +20.7% | +15.2% |
| 3M | +14.3% | -8.7% | +23.0% | +16.1% |
| 6M | +33.1% | -14.0% | +47.1% | +36.4% |
| YTD | +21.2% | +42.8% | -21.6% | +9.6% |
| 1Y | +26.4% | +50.4% | -23.9% | +12.7% |
| 3Y | +77.6% | +194.1% | -116.5% | +30.6% |
| 5Y | +102.6% | +775.2% | -672.6% | +6.9% |
| 10Y | +464.4% | +189.2% | +275.2% | +240.0% |
| All | +3,310.4% | +225.8% | +3,084.5% | +1,716.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 all: compounded portfolio wealth divided by compounded FTI 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…
all analysis · Full analysis span regression · 6 months rolling