+349.9%
WELL vs FTAI
+2,995.8%
-2,645.8%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.8% | +2.7% | +0.5% |
| 7D | -2.2% | -9.7% | +7.4% | -0.2% |
| 30D | +4.7% | -20.0% | +24.7% | +9.3% |
| 3M | +11.9% | -20.1% | +32.0% | +15.5% |
| 6M | +14.3% | -33.3% | +47.6% | +20.8% |
| YTD | +28.4% | -8.0% | +36.4% | +24.9% |
| 1Y | +42.3% | +8.0% | +34.3% | +31.8% |
| 3Y | +202.6% | +413.4% | -210.8% | +46.7% |
| 5Y | +206.5% | +858.6% | -652.0% | +11.6% |
| All | +349.9% | +2,995.8% | -2,645.8% | -0.4% |
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