+128.1%
DAL vs FXI
+20.5%
+107.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -0.8% | +6.1% | +5.7% |
| 7D | +10.0% | +4.4% | +5.7% | +7.9% |
| 30D | +12.0% | +1.2% | +10.8% | +11.4% |
| 3M | +0.8% | -4.2% | +5.0% | +2.7% |
| 6M | +26.2% | -6.2% | +32.4% | +29.5% |
| YTD | +33.7% | -8.8% | +42.5% | +38.9% |
| 1Y | +57.6% | -11.6% | +69.2% | +66.2% |
| 3Y | +183.5% | +45.1% | +138.3% | +125.5% |
| 5Y | +114.2% | -1.2% | +115.4% | +106.5% |
| 10Y | +128.1% | +20.1% | +108.1% | +87.7% |
| All | +128.1% | +20.5% | +107.6% | +87.7% |
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