+19.2%
FXI vs GEN
+152.9%
-133.8%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.4% | -2.4% | -0.3% |
| 7D | -4.2% | +2.0% | -6.3% | -4.5% |
| 30D | -1.1% | +27.7% | -28.9% | -4.5% |
| 3M | -4.0% | +3.3% | -7.2% | -4.8% |
| 6M | -11.8% | +31.8% | -43.6% | -15.7% |
| YTD | -11.9% | +13.5% | -25.4% | -14.3% |
| 1Y | -16.1% | +16.0% | -32.2% | -18.7% |
| 3Y | +38.8% | +70.6% | -31.8% | +26.8% |
| 5Y | -9.1% | +32.1% | -41.2% | -16.2% |
| All | +19.2% | +152.9% | -133.8% | -8.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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