-13.4%
FXI vs IBB
+38.4%
-51.8%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.8% | -3.6% | -1.4% |
| 7D | +4.4% | +2.7% | +1.7% | +3.7% |
| 30D | +1.2% | +6.3% | -5.1% | -0.2% |
| 3M | -4.2% | +11.1% | -15.2% | -6.4% |
| 6M | -6.2% | +29.2% | -35.5% | -11.8% |
| YTD | -8.8% | +30.2% | -39.0% | -14.8% |
| All | -13.4% | +38.4% | -51.8% | -20.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling