+54.5%
ADI vs FXI
-12.5%
+67.0%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.4% | +4.4% | +4.6% |
| 7D | +4.6% | -3.9% | +8.4% | +7.2% |
| 30D | -1.2% | -2.1% | +0.9% | +0.1% |
| 3M | -7.8% | -0.5% | -7.4% | -7.9% |
| 6M | +19.3% | -4.5% | +23.9% | +22.9% |
| YTD | +40.9% | -9.2% | +50.2% | +49.2% |
| 1Y | +54.5% | -13.8% | +68.3% | +68.6% |
| All | +54.5% | -12.5% | +67.0% | +68.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling