+38.8%
FXI vs IBB
+86.1%
-47.3%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.4% | +0.4% | +0.2% |
| 7D | -4.2% | -0.5% | -3.7% | -4.1% |
| 30D | -1.1% | +4.6% | -5.7% | -2.9% |
| 3M | -4.0% | +6.8% | -10.8% | -6.7% |
| 6M | -11.8% | +23.1% | -34.9% | -19.4% |
| YTD | -11.9% | +26.0% | -37.9% | -20.5% |
| 1Y | -16.1% | +30.4% | -46.5% | -25.6% |
| 3Y | +38.8% | +85.4% | -46.6% | -4.7% |
| All | +38.8% | +86.1% | -47.3% | -4.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling