-8.9%
DASH vs FXI
-17.5%
+8.5%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.3% | -1.9% | -2.4% |
| 7D | -4.1% | -4.2% | +0.1% | -1.6% |
| 30D | -10.6% | -2.0% | -8.6% | -9.4% |
| 3M | -18.8% | -5.0% | -13.8% | -16.3% |
| 6M | +11.2% | -9.6% | +20.8% | +17.3% |
| YTD | -23.8% | -11.9% | -11.9% | -18.6% |
| 1Y | -12.2% | -16.7% | +4.5% | -3.0% |
| 3Y | +97.3% | +40.6% | +56.7% | +39.5% |
| 5Y | -29.8% | -9.1% | -20.8% | -27.7% |
| All | -8.9% | -17.5% | +8.5% | -4.4% |
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