+737.9%
BE vs FXI
-7.0%
+744.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.0% | -1.4% | +14.4% | +14.1% |
| 7D | +4.5% | -1.9% | +6.5% | +5.8% |
| 30D | -20.1% | -0.6% | -19.5% | -20.3% |
| 3M | -0.8% | -4.9% | +4.1% | +1.8% |
| 6M | -26.2% | -8.8% | -17.4% | -22.0% |
| YTD | +141.1% | -10.7% | +151.8% | +162.6% |
| 1Y | +64.8% | -15.2% | +80.1% | +88.1% |
| 3Y | +1,887.4% | +42.5% | +1,844.9% | +1,245.9% |
| 5Y | +518.1% | -7.8% | +525.9% | +553.0% |
| All | +737.9% | -7.0% | +744.9% | +855.4% |
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