+149.7%
XBI vs FTAI
+3,098.4%
-2,948.7%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.3% | -3.7% | -1.1% |
| 7D | -4.6% | -5.2% | +0.6% | -3.6% |
| 30D | -2.0% | -17.9% | +15.9% | +1.8% |
| 3M | +17.8% | -22.7% | +40.5% | +23.0% |
| 6M | +23.7% | -28.0% | +51.7% | +29.8% |
| YTD | +28.2% | -5.0% | +33.2% | +26.3% |
| 1Y | +64.0% | +10.4% | +53.6% | +55.1% |
| 3Y | +99.4% | +425.2% | -325.8% | +13.5% |
| 5Y | +19.3% | +890.3% | -871.0% | -44.6% |
| All | +149.7% | +3,098.4% | -2,948.7% | -9.5% |
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