+59.7%
WM vs FTAI
+808.9%
-749.2%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +11.0% | -13.0% | -2.4% |
| 7D | +1.2% | -3.7% | +4.9% | +1.3% |
| 30D | +13.1% | +3.1% | +10.0% | +12.8% |
| 3M | +3.6% | -18.3% | +22.0% | +4.2% |
| 6M | +8.1% | -36.6% | +44.7% | +9.6% |
| YTD | +8.9% | -7.9% | +16.8% | +7.6% |
| 1Y | +20.3% | +12.0% | +8.4% | +17.4% |
| 3Y | +46.2% | +361.5% | -315.4% | +19.7% |
| All | +59.7% | +808.9% | -749.2% | +19.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling