+125.6%
DAL vs FXI
+19.2%
+106.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.7% | +1.2% | +0.8% |
| 7D | +10.7% | +3.7% | +7.0% | +8.9% |
| 30D | +12.5% | +0.5% | +12.0% | +12.3% |
| 3M | +3.6% | -5.7% | +9.3% | +6.4% |
| 6M | +26.7% | -6.9% | +33.6% | +30.5% |
| YTD | +34.3% | -9.5% | +43.7% | +40.0% |
| 1Y | +59.1% | -14.0% | +73.2% | +70.0% |
| 3Y | +179.9% | +44.5% | +135.3% | +123.0% |
| 5Y | +119.1% | -2.8% | +121.9% | +113.3% |
| 10Y | +125.6% | +20.3% | +105.3% | +85.1% |
| All | +125.6% | +19.2% | +106.4% | +85.1% |
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