+36.8%
FXI vs SMTC
+565.9%
-529.1%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.1% | -1.4% |
| 7D | -2.8% | +22.5% | -25.3% | -4.5% |
| 30D | -5.3% | +24.9% | -30.2% | -7.5% |
| 3M | +0.3% | +4.1% | -3.7% | -0.9% |
| 6M | -4.6% | +92.6% | -97.1% | -11.9% |
| YTD | -9.1% | +122.5% | -131.6% | -17.3% |
| 1Y | -12.0% | +166.2% | -178.2% | -21.4% |
| All | +36.8% | +565.9% | -529.1% | +4.1% |
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