+14.2%
FXI vs IBB
+122.6%
-108.5%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.2% | -0.3% | -1.4% |
| 7D | -1.0% | -1.7% | +0.7% | -0.1% |
| 30D | -3.2% | +4.9% | -8.1% | -5.7% |
| 3M | +1.7% | +24.2% | -22.5% | -9.5% |
| 6M | -1.6% | +23.8% | -25.4% | -12.5% |
| YTD | -7.9% | +23.0% | -30.9% | -18.0% |
| 1Y | -9.6% | +46.2% | -55.8% | -26.7% |
| 3Y | +40.5% | +64.8% | -24.4% | +5.4% |
| 5Y | -6.2% | +20.9% | -27.1% | -18.8% |
| 10Y | +14.2% | +121.6% | -107.4% | -23.0% |
| All | +14.2% | +122.6% | -108.5% | -23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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