+15.0%
FXI vs ARWR
+978.7%
-963.7%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.9% | +1.6% | -1.0% |
| 7D | -2.8% | -3.2% | +0.4% | -2.5% |
| 30D | -5.3% | -6.5% | +1.1% | -4.8% |
| 3M | +0.3% | +12.7% | -12.3% | -1.1% |
| 6M | -4.6% | +36.2% | -40.8% | -7.9% |
| YTD | -9.1% | +24.5% | -33.6% | -11.7% |
| 1Y | -12.0% | +198.0% | -209.9% | -21.9% |
| 3Y | +38.6% | +176.4% | -137.7% | +18.7% |
| 5Y | -6.6% | +26.6% | -33.1% | -16.9% |
| 10Y | +15.0% | +1,054.1% | -1,039.0% | -9.2% |
| All | +15.0% | +978.7% | -963.7% | -9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded ARWR 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling