+14.7%
FXI vs BBY
+252.7%
-238.0%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.1% | -2.7% | -0.2% |
| 7D | -3.9% | +0.6% | -4.5% | -4.0% |
| 30D | -2.1% | +9.4% | -11.5% | -4.0% |
| 3M | -0.5% | +19.3% | -19.8% | -4.2% |
| 6M | -4.5% | +47.9% | -52.5% | -12.6% |
| YTD | -9.2% | +39.6% | -48.8% | -16.2% |
| 1Y | -13.8% | +22.2% | -36.0% | -18.3% |
| 3Y | +36.6% | +45.0% | -8.4% | +21.0% |
| 5Y | -6.7% | +2.6% | -9.2% | -13.1% |
| All | +14.7% | +252.7% | -238.0% | -13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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