+14.7%
FXI vs PNC
+279.5%
-264.8%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | +0.3% |
| 7D | -3.9% | -0.6% | -3.3% | -3.7% |
| 30D | -2.1% | -4.4% | +2.3% | -0.9% |
| 3M | -0.5% | +5.2% | -5.7% | -2.2% |
| 6M | -4.5% | +20.6% | -25.2% | -10.1% |
| YTD | -9.2% | +19.8% | -29.0% | -14.6% |
| 1Y | -13.8% | +24.4% | -38.2% | -19.9% |
| 3Y | +36.6% | +131.2% | -94.7% | +2.3% |
| 5Y | -6.7% | +53.1% | -59.8% | -21.5% |
| All | +14.7% | +279.5% | -264.8% | -29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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