+330.3%
WM vs FTAI
+2,658.1%
-2,327.8%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.5% | +1.3% | 0.0% |
| 7D | +3.2% | +0.2% | +3.0% | +3.1% |
| 30D | +13.0% | +10.7% | +2.4% | +11.8% |
| 3M | +9.2% | -16.4% | +25.7% | +10.0% |
| 6M | +13.6% | -32.2% | +45.9% | +15.8% |
| YTD | +12.4% | -7.7% | +20.1% | +10.5% |
| 1Y | +21.2% | +18.7% | +2.5% | +16.2% |
| 3Y | +48.7% | +354.3% | -305.6% | +15.6% |
| 5Y | +61.9% | +850.7% | -788.8% | +11.6% |
| All | +330.3% | +2,658.1% | -2,327.8% | +172.3% |
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