-5.2%
DASH vs FXI
-13.9%
+8.7%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.2% | -0.2% |
| 7D | +0.4% | +5.7% | -5.3% | -2.8% |
| 30D | -6.0% | +4.6% | -10.6% | -8.4% |
| 3M | -15.8% | -2.8% | -13.0% | -14.4% |
| 6M | +7.0% | -6.1% | +13.0% | +10.2% |
| YTD | -20.7% | -8.0% | -12.6% | -17.5% |
| 1Y | -8.5% | -11.3% | +2.8% | -2.8% |
| 3Y | +101.8% | +42.6% | +59.1% | +42.6% |
| 5Y | -9.6% | -0.1% | -9.5% | -12.3% |
| All | -5.2% | -13.9% | +8.7% | -3.0% |
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