-68.6%
XYZ vs FTAI
+891.0%
-959.5%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FTAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.2% | -3.4% | -3.3% |
| 7D | +2.9% | +3.9% | -1.1% | +1.5% |
| 30D | +1.4% | -8.8% | +10.2% | +3.7% |
| 3M | +14.6% | -14.5% | +29.0% | +18.1% |
| 6M | +20.8% | -24.0% | +44.8% | +26.4% |
| YTD | +23.1% | +0.5% | +22.6% | +15.3% |
| 1Y | +5.6% | +19.1% | -13.5% | -8.3% |
| 3Y | +50.9% | +460.7% | -409.8% | -57.2% |
| 5Y | -68.6% | +947.3% | -1,015.9% | -94.8% |
| All | -68.6% | +891.0% | -959.5% | -94.8% |
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