-11.9%
FXI vs AEIS
+76.3%
-88.2%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.1% | +3.5% | -0.2% |
| 7D | -2.8% | -0.2% | -2.6% | -2.8% |
| 30D | -3.7% | -16.4% | +12.7% | -2.3% |
| 3M | -0.4% | -11.1% | +10.7% | -0.7% |
| 6M | -5.4% | -12.0% | +6.6% | -6.4% |
| YTD | -9.6% | +30.9% | -40.5% | -17.2% |
| 1Y | -11.9% | +74.3% | -86.3% | -22.0% |
| All | -11.9% | +76.3% | -88.2% | -22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 1y: compounded portfolio wealth divided by compounded AEIS 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…
1y analysis · Full analysis span regression · 6 months rolling