+36.6%
FXI vs EQH
+100.2%
-63.7%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.0% | +0.2% |
| 7D | -3.9% | +0.7% | -4.6% | -4.0% |
| 30D | -2.1% | +2.8% | -4.9% | -2.6% |
| 3M | -0.5% | +23.1% | -23.5% | -4.3% |
| 6M | -4.5% | +41.4% | -45.9% | -11.0% |
| YTD | -9.2% | +14.3% | -23.5% | -11.9% |
| 1Y | -13.8% | +1.6% | -15.4% | -14.4% |
| 3Y | +36.6% | +102.7% | -66.1% | +11.4% |
| All | +36.6% | +100.2% | -63.7% | +11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 3y: compounded portfolio wealth divided by compounded EQH 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…
3y analysis · Full analysis span regression · 6 months rolling