+513.6%
EWT vs FXI
+17.1%
+496.6%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.4% | +1.4% | +1.6% |
| 7D | -1.1% | -3.9% | +2.7% | +0.6% |
| 30D | +4.5% | -2.1% | +6.6% | +5.4% |
| 3M | +8.3% | -0.5% | +8.7% | +8.2% |
| 6M | +54.2% | -4.5% | +58.8% | +57.3% |
| YTD | +74.6% | -9.2% | +83.8% | +82.1% |
| 1Y | +84.9% | -13.8% | +98.7% | +97.3% |
| 3Y | +197.5% | +36.6% | +161.0% | +149.1% |
| 5Y | +150.6% | -6.7% | +157.3% | +149.5% |
| All | +513.6% | +17.1% | +496.6% | +392.7% |
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 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