+121.4%
DAL vs FXI
+20.8%
+100.6%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.4% | +0.5% | -0.3% |
| 7D | +2.3% | -1.9% | +4.3% | +3.2% |
| 30D | +14.3% | -0.6% | +15.0% | +14.7% |
| 3M | +1.3% | -4.9% | +6.2% | +3.6% |
| 6M | +29.3% | -8.8% | +38.1% | +34.4% |
| YTD | +33.0% | -10.7% | +43.7% | +39.6% |
| 1Y | +59.8% | -15.2% | +75.1% | +71.9% |
| 3Y | +177.2% | +42.5% | +134.7% | +122.3% |
| 5Y | +118.4% | -7.8% | +126.2% | +119.6% |
| 10Y | +121.4% | +20.0% | +101.4% | +77.5% |
| All | +121.4% | +20.8% | +100.6% | +77.5% |
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