+14.2%
FXI vs HSY
+130.0%
-115.8%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.2% | -1.8% | -0.8% |
| 7D | -2.8% | -0.4% | -2.4% | -2.7% |
| 30D | -3.7% | -3.4% | -0.2% | -3.2% |
| 3M | -0.4% | -0.5% | +0.1% | -0.5% |
| 6M | -5.4% | -19.1% | +13.7% | -2.5% |
| YTD | -9.6% | -2.1% | -7.6% | -9.8% |
| 1Y | -11.9% | -3.2% | -8.7% | -12.0% |
| 3Y | +37.8% | -8.8% | +46.7% | +37.7% |
| 5Y | -7.0% | +13.0% | -20.0% | -13.0% |
| All | +14.2% | +130.0% | -115.8% | -2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HSY.
Daily Out/Under-Performance
Portfolio return minus HSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HSY 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 HSY 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