+15.0%
FXI vs GEN
+150.6%
-135.6%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.2% | -1.1% | -1.3% |
| 7D | -2.8% | -2.9% | +0.1% | -2.4% |
| 30D | -5.3% | +2.1% | -7.4% | -5.7% |
| 3M | +0.3% | +19.7% | -19.4% | -2.3% |
| 6M | -4.6% | +33.3% | -37.8% | -8.8% |
| YTD | -9.1% | +11.1% | -20.2% | -11.0% |
| 1Y | -12.0% | +3.0% | -15.0% | -12.9% |
| 3Y | +38.6% | +57.9% | -19.2% | +28.2% |
| 5Y | -6.6% | +20.6% | -27.2% | -12.5% |
| 10Y | +15.0% | +153.2% | -138.2% | -13.5% |
| All | +15.0% | +150.6% | -135.6% | -13.5% |
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