+14.2%
FXI vs BLDR
+372.1%
-357.9%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.9% | +3.4% | +0.1% |
| 7D | -2.8% | -8.1% | +5.3% | -1.5% |
| 30D | -3.7% | -21.5% | +17.8% | 0.0% |
| 3M | -0.4% | -21.0% | +20.6% | +2.6% |
| 6M | -5.4% | -37.1% | +31.6% | +0.7% |
| YTD | -9.6% | -42.7% | +33.1% | -2.6% |
| 1Y | -11.9% | -58.0% | +46.0% | -0.3% |
| 3Y | +37.8% | -57.8% | +95.7% | +50.5% |
| 5Y | -7.0% | +10.3% | -17.3% | -17.3% |
| All | +14.2% | +372.1% | -357.9% | -22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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