+14.2%
FXI vs PAAS
+197.3%
-183.2%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.7% | -1.8% | -2.4% |
| 7D | -1.0% | +2.0% | -3.0% | -1.2% |
| 30D | -3.2% | -0.1% | -3.2% | -3.4% |
| 3M | +1.7% | +8.2% | -6.6% | +0.1% |
| 6M | -1.6% | -13.8% | +12.2% | -0.5% |
| YTD | -7.9% | -0.6% | -7.3% | -9.1% |
| 1Y | -9.6% | +44.0% | -53.6% | -15.6% |
| 3Y | +40.5% | +246.6% | -206.1% | +14.5% |
| 5Y | -6.2% | +116.1% | -122.3% | -20.9% |
| 10Y | +14.2% | +202.7% | -188.6% | -9.0% |
| All | +14.2% | +197.3% | -183.2% | -9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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