+14.7%
FXI vs GPN
+28.5%
-13.9%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -3.9% | -4.3% | +0.4% | -2.7% |
| 30D | -2.1% | 0.0% | -2.1% | -2.3% |
| 3M | -0.5% | +35.8% | -36.3% | -9.0% |
| 6M | -4.5% | +22.0% | -26.5% | -10.6% |
| YTD | -9.2% | +15.2% | -24.5% | -14.3% |
| 1Y | -13.8% | +3.5% | -17.3% | -16.3% |
| 3Y | +36.6% | -26.9% | +63.5% | +42.5% |
| 5Y | -6.7% | -44.2% | +37.5% | +3.0% |
| All | +14.7% | +28.5% | -13.9% | -4.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 GPN 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