+169.7%
FXI vs EFV
+256.4%
-86.7%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.7% | -1.8% | -1.7% |
| 7D | -1.0% | +1.0% | -1.9% | -2.0% |
| 30D | -3.2% | +0.2% | -3.4% | -3.4% |
| 3M | +1.7% | +9.6% | -7.9% | -8.1% |
| 6M | -1.6% | +14.0% | -15.6% | -14.9% |
| YTD | -7.9% | +18.5% | -26.4% | -23.7% |
| 1Y | -9.6% | +27.9% | -37.5% | -31.1% |
| 3Y | +40.5% | +92.4% | -52.0% | -30.8% |
| 5Y | -6.2% | +97.2% | -103.4% | -55.1% |
| 10Y | +14.2% | +163.0% | -148.9% | -61.8% |
| All | +169.7% | +256.4% | -86.7% | -20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded EFV 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling