+310.4%
WM vs FTAI
+3,034.1%
-2,723.7%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.8% | +5.2% | -0.2% |
| 7D | -1.2% | -0.2% | -1.0% | -1.2% |
| 30D | -4.5% | -13.6% | +9.2% | -3.5% |
| 3M | -2.2% | -20.6% | +18.4% | -1.0% |
| 6M | -11.5% | -32.6% | +21.1% | -9.7% |
| YTD | -0.7% | -5.4% | +4.7% | -2.1% |
| 1Y | +0.3% | +12.9% | -12.5% | -3.1% |
| 3Y | +44.2% | +428.1% | -383.9% | +10.6% |
| 5Y | +51.6% | +863.0% | -811.4% | +4.9% |
| 10Y | +310.4% | +3,092.6% | -2,782.2% | +146.9% |
| All | +310.4% | +3,034.1% | -2,723.7% | +146.9% |
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 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