-4.5%
DASH vs FXI
-14.6%
+10.1%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.5% | +1.2% |
| 7D | -4.8% | +4.4% | -9.2% | -7.2% |
| 30D | -7.9% | +1.2% | -9.1% | -8.5% |
| 3M | -16.3% | -4.2% | -12.1% | -14.3% |
| 6M | +10.4% | -6.2% | +16.6% | +13.9% |
| YTD | -20.1% | -8.8% | -11.3% | -16.4% |
| 1Y | -11.4% | -11.6% | +0.2% | -5.6% |
| 3Y | +114.1% | +45.1% | +68.9% | +48.6% |
| 5Y | -5.8% | -1.2% | -4.6% | -7.9% |
| All | -4.5% | -14.6% | +10.1% | -1.8% |
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