+31.8%
FXI vs MSFU
+70.7%
-38.9%
-34.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -1.2% |
| 7D | -2.8% | -2.3% | -0.4% | -2.6% |
| 30D | -5.3% | -6.3% | +0.9% | -4.7% |
| 3M | +0.3% | +40.0% | -39.6% | -4.2% |
| 6M | -4.6% | +30.1% | -34.7% | -8.8% |
| YTD | -9.1% | -10.3% | +1.2% | -9.2% |
| 1Y | -12.0% | -19.0% | +7.1% | -10.9% |
| 3Y | +38.6% | +25.8% | +12.8% | +23.6% |
| All | +31.8% | +70.7% | -38.9% | +9.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 MSFU 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