-16.1%
FXI vs RMD
-3.5%
-12.6%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.3% | -0.3% | 0.0% |
| 7D | -4.2% | +2.1% | -6.3% | -4.4% |
| 30D | -1.1% | +2.1% | -3.2% | -1.7% |
| 3M | -4.0% | +6.2% | -10.2% | -5.0% |
| 6M | -11.8% | +19.4% | -31.2% | -14.2% |
| YTD | -11.9% | +0.5% | -12.4% | -11.6% |
| 1Y | -16.1% | -3.9% | -12.2% | -14.8% |
| All | -16.1% | -3.5% | -12.6% | -14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 1y: compounded portfolio wealth divided by compounded RMD 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…
1y analysis · Full analysis span regression · 6 months rolling