+14.2%
FXI vs QID
-99.1%
+113.3%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.3% | -2.9% | +0.1% |
| 7D | -2.8% | +2.7% | -5.5% | -2.0% |
| 30D | -3.7% | +3.3% | -7.0% | -2.6% |
| 3M | -0.4% | -5.5% | +5.1% | -1.6% |
| 6M | -5.4% | -28.4% | +23.0% | -13.7% |
| YTD | -9.6% | -26.6% | +16.9% | -16.5% |
| 1Y | -11.9% | -34.1% | +22.2% | -20.8% |
| 3Y | +37.8% | -73.7% | +111.5% | -2.0% |
| 5Y | -7.0% | -80.7% | +73.6% | -32.7% |
| All | +14.2% | -99.1% | +113.3% | -67.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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