+145.0%
WFC vs FTAI
+3,098.4%
-2,953.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.3% | -2.4% | +0.3% |
| 7D | +0.4% | -5.2% | +5.6% | +1.3% |
| 30D | +1.5% | -17.9% | +19.4% | +5.2% |
| 3M | +10.2% | -22.7% | +32.9% | +14.8% |
| 6M | +18.8% | -28.0% | +46.8% | +23.6% |
| YTD | -1.5% | -5.0% | +3.4% | -4.1% |
| 1Y | +13.5% | +10.4% | +3.2% | +6.1% |
| 3Y | +135.0% | +425.2% | -290.3% | +29.4% |
| 5Y | +130.1% | +890.3% | -760.3% | +1.1% |
| All | +145.0% | +3,098.4% | -2,953.4% | -18.1% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling