+616.7%
ADI vs FXI
+16.6%
+600.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.5% | -0.7% |
| 7D | +1.3% | -2.8% | +4.1% | +2.8% |
| 30D | -6.0% | -3.7% | -2.3% | -4.2% |
| 3M | -7.7% | -0.4% | -7.3% | -7.8% |
| 6M | +14.0% | -5.4% | +19.4% | +17.2% |
| YTD | +34.4% | -9.6% | +44.0% | +41.2% |
| 1Y | +48.0% | -11.9% | +59.9% | +57.7% |
| 3Y | +113.3% | +37.8% | +75.5% | +71.7% |
| 5Y | +131.1% | -7.0% | +138.1% | +130.3% |
| All | +616.7% | +16.6% | +600.1% | +516.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FXI.
Daily Out/Under-Performance
Portfolio return minus FXI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FXI 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 FXI 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