-5.9%
DASH vs FXI
-16.4%
+10.5%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.4% | +1.4% | +0.9% |
| 7D | -10.2% | -1.9% | -8.3% | -9.3% |
| 30D | -8.2% | -0.6% | -7.6% | -7.8% |
| 3M | -15.9% | -4.9% | -11.0% | -13.4% |
| 6M | +13.3% | -8.8% | +22.1% | +18.9% |
| YTD | -21.3% | -10.7% | -10.5% | -16.6% |
| 1Y | -11.1% | -15.2% | +4.1% | -2.9% |
| 3Y | +103.8% | +42.5% | +61.3% | +43.0% |
| 5Y | -21.6% | -7.8% | -13.8% | -19.9% |
| All | -5.9% | -16.4% | +10.5% | -2.0% |
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