+20.1%
FXI vs RACE
+738.3%
-718.2%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.7% | -1.5% | -1.1% |
| 7D | +4.4% | +3.9% | +0.4% | +2.9% |
| 30D | +1.2% | +7.4% | -6.2% | -1.3% |
| 3M | -4.2% | +1.6% | -5.8% | -5.0% |
| 6M | -6.2% | +23.3% | -29.5% | -13.8% |
| YTD | -8.8% | +14.7% | -23.5% | -14.6% |
| 1Y | -11.6% | +2.5% | -14.2% | -13.8% |
| 3Y | +45.1% | +28.0% | +17.2% | +23.9% |
| 5Y | -1.2% | +69.8% | -71.0% | -27.1% |
| 10Y | +20.1% | +734.9% | -714.8% | -46.2% |
| All | +20.1% | +738.3% | -718.2% | -46.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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