+40.5%
FXI vs MUB
+8.8%
+31.7%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.4% | -2.4% |
| 7D | -1.0% | -0.3% | -0.7% | -0.7% |
| 30D | -3.2% | -1.5% | -1.7% | -1.7% |
| 3M | +1.7% | -1.9% | +3.6% | +3.7% |
| 6M | -1.6% | -1.7% | +0.2% | +0.1% |
| YTD | -7.9% | -0.8% | -7.1% | -7.2% |
| 1Y | -9.6% | +1.5% | -11.1% | -10.9% |
| 3Y | +40.5% | +8.8% | +31.7% | +32.4% |
| All | +40.5% | +8.8% | +31.7% | +32.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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