-10.2%
FXI vs PINS
-23.0%
+12.9%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -9.2% | +7.9% | +0.1% |
| 7D | -2.8% | -13.9% | +11.1% | -0.6% |
| 30D | -5.3% | -25.0% | +19.7% | -1.2% |
| 3M | +0.3% | -16.6% | +17.0% | +2.7% |
| 6M | -4.6% | -7.0% | +2.4% | -4.5% |
| YTD | -9.1% | -29.4% | +20.3% | -5.5% |
| 1Y | -12.0% | -49.9% | +38.0% | -4.0% |
| 3Y | +38.6% | -33.6% | +72.3% | +39.9% |
| 5Y | -6.6% | -66.8% | +60.3% | -1.5% |
| All | -10.2% | -23.0% | +12.9% | -27.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PINS.
Daily Out/Under-Performance
Portfolio return minus PINS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PINS 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 PINS 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