-5.1%
DASH vs FXI
-13.9%
+8.8%
-82.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.4% | +1.0% | -10.4% | -10.0% |
| 7D | +0.5% | +6.9% | -6.4% | -3.4% |
| 30D | -7.1% | +3.5% | -10.5% | -8.9% |
| 3M | -13.2% | -3.2% | -10.0% | -11.6% |
| 6M | +8.3% | -3.5% | +11.8% | +9.8% |
| YTD | -20.6% | -8.1% | -12.5% | -17.3% |
| 1Y | -24.4% | -10.5% | -13.9% | -20.2% |
| 3Y | +94.5% | +43.0% | +51.5% | +37.1% |
| 5Y | -9.4% | -0.1% | -9.4% | -12.2% |
| All | -5.1% | -13.9% | +8.8% | -2.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling