-2.2%
FXI vs ADVB
-88.8%
+86.6%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.8% | +1.4% | -2.4% |
| 7D | -1.0% | -14.0% | +13.0% | -0.8% |
| 30D | -3.2% | +41.0% | -44.2% | -3.7% |
| 3M | +1.7% | +127.9% | -126.2% | -1.0% |
| 6M | -1.6% | +101.3% | -102.9% | -4.9% |
| YTD | -7.9% | +53.8% | -61.7% | -10.5% |
| 1Y | -9.6% | +4.4% | -14.0% | -11.8% |
| All | -2.2% | -88.8% | +86.6% | +13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded ADVB 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling