+29.1%
XLV vs FTAI
+3.9%
+25.2%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -9.5% | +7.0% | -2.2% |
| 7D | +0.5% | -17.1% | +17.6% | +0.9% |
| 30D | +10.7% | -9.5% | +20.1% | +10.7% |
| 3M | +13.1% | -27.2% | +40.3% | +13.8% |
| 6M | +28.3% | -33.3% | +61.6% | +28.9% |
| YTD | +20.9% | -17.0% | +37.9% | +22.6% |
| 1Y | +29.1% | +0.7% | +28.3% | +32.1% |
| All | +29.1% | +3.9% | +25.2% | +32.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling