+213.9%
FXI vs GIS
+245.5%
-31.6%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | GIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.6% | -0.9% | -1.9% |
| 7D | -1.0% | -8.3% | +7.3% | +2.1% |
| 30D | -3.2% | +2.2% | -5.4% | -4.2% |
| 3M | +1.7% | +15.7% | -14.0% | -4.4% |
| 6M | -1.6% | -12.0% | +10.4% | +2.2% |
| YTD | -7.9% | -15.0% | +7.1% | -3.7% |
| 1Y | -9.6% | -20.1% | +10.5% | -3.6% |
| 3Y | +40.5% | -34.6% | +75.1% | +58.8% |
| 5Y | -6.2% | -22.8% | +16.6% | -6.0% |
| 10Y | +14.2% | -18.5% | +32.7% | +4.4% |
| All | +213.9% | +245.5% | -31.6% | -4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GIS.
Daily Out/Under-Performance
Portfolio return minus GIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GIS 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 GIS 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