+192.9%
FXI vs BLDR
+389.5%
-196.6%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.9% | +2.4% | -1.6% |
| 7D | -1.0% | -0.3% | -0.6% | -0.9% |
| 30D | -3.2% | -16.2% | +13.0% | -0.4% |
| 3M | +1.7% | -14.4% | +16.1% | +3.5% |
| 6M | -1.6% | -32.8% | +31.2% | +4.0% |
| YTD | -7.9% | -39.2% | +31.3% | -1.4% |
| 1Y | -9.6% | -57.7% | +48.1% | +2.6% |
| 3Y | +40.5% | -55.3% | +95.7% | +52.8% |
| 5Y | -6.2% | +15.6% | -21.8% | -16.1% |
| 10Y | +14.2% | +359.8% | -345.7% | -26.9% |
| All | +192.9% | +389.5% | -196.6% | +29.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling