+118.6%
WFC vs FTAI
+2,432.1%
-2,313.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -5.8% | +7.8% | +3.1% |
| 7D | +0.4% | -0.2% | +0.6% | +0.4% |
| 30D | +2.5% | -13.6% | +16.1% | +5.0% |
| 3M | +10.0% | -20.6% | +30.6% | +13.7% |
| 6M | +15.1% | -32.6% | +47.6% | +21.1% |
| YTD | -2.2% | -5.4% | +3.2% | -4.5% |
| 1Y | +13.5% | +12.9% | +0.6% | +6.0% |
| 3Y | +135.2% | +428.1% | -292.9% | +35.4% |
| 5Y | +128.3% | +863.0% | -734.7% | +8.0% |
| 10Y | +142.4% | +3,092.6% | -2,950.2% | -11.9% |
| All | +118.6% | +2,432.1% | -2,313.5% | -18.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling