+19.2%
FXI vs PODD
+324.4%
-305.2%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.1% | -2.1% | -0.3% |
| 7D | -4.2% | +4.1% | -8.3% | -4.8% |
| 30D | -1.1% | +13.9% | -15.0% | -3.3% |
| 3M | -4.0% | +4.1% | -8.1% | -4.8% |
| 6M | -11.8% | +2.4% | -14.3% | -13.1% |
| YTD | -11.9% | -46.4% | +34.4% | -3.8% |
| 1Y | -16.1% | -54.2% | +38.0% | -6.0% |
| 3Y | +38.8% | -6.9% | +45.7% | +32.6% |
| 5Y | -9.1% | -51.6% | +42.5% | -4.9% |
| All | +19.2% | +324.4% | -305.2% | -1.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD 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 PODD 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