+38.8%
FXI vs SMTC
+732.3%
-693.5%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.6% | +3.3% | -1.0% |
| 7D | -4.2% | +30.5% | -34.7% | -6.0% |
| 30D | -2.0% | -30.9% | +28.9% | +0.1% |
| 3M | -5.0% | -14.7% | +9.7% | -5.2% |
| 6M | -9.6% | -9.6% | -0.1% | -11.2% |
| YTD | -11.9% | +62.1% | -74.0% | -18.6% |
| 1Y | -16.7% | +66.6% | -83.2% | -23.3% |
| All | +38.8% | +732.3% | -693.5% | -0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 3y: compounded portfolio wealth divided by compounded SMTC 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…
3y analysis · Full analysis span regression · 6 months rolling