+101.8%
DASH vs FXI
+41.7%
+60.1%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | 0.0% | -0.2% | -0.1% |
| 7D | +0.4% | +5.7% | -5.3% | -0.8% |
| 30D | -6.0% | +4.6% | -10.6% | -6.9% |
| 3M | -15.8% | -2.8% | -13.0% | -15.4% |
| 6M | +7.0% | -6.1% | +13.0% | +8.1% |
| YTD | -20.7% | -8.0% | -12.6% | -19.5% |
| 1Y | -8.5% | -11.3% | +2.8% | -6.6% |
| 3Y | +101.8% | +42.6% | +59.1% | +95.7% |
| All | +101.8% | +41.7% | +60.1% | +95.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling