+14.2%
FXI vs HAS
+53.3%
-39.1%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.4% | -0.1% | -1.9% |
| 7D | -1.0% | -3.1% | +2.1% | -0.2% |
| 30D | -3.2% | -2.7% | -0.5% | -2.7% |
| 3M | +1.7% | +8.9% | -7.2% | -0.6% |
| 6M | -1.6% | -2.9% | +1.4% | -1.5% |
| YTD | -7.9% | +12.6% | -20.5% | -11.3% |
| 1Y | -9.6% | +17.5% | -27.1% | -13.9% |
| 3Y | +40.5% | +46.2% | -5.8% | +24.4% |
| 5Y | -6.2% | +12.6% | -18.8% | -12.9% |
| 10Y | +14.2% | +55.7% | -41.5% | -3.7% |
| All | +14.2% | +53.3% | -39.1% | -3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded HAS 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling