+14.7%
FXI vs TECH
+189.9%
-175.3%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.1% | +0.4% | +0.4% |
| 7D | -3.9% | -0.4% | -3.4% | -3.8% |
| 30D | -2.1% | 0.0% | -2.1% | -2.1% |
| 3M | -0.5% | +33.7% | -34.1% | -8.1% |
| 6M | -4.5% | +34.9% | -39.4% | -13.5% |
| YTD | -9.2% | +23.2% | -32.4% | -16.1% |
| 1Y | -13.8% | +36.3% | -50.1% | -23.1% |
| 3Y | +36.6% | +2.3% | +34.3% | +27.4% |
| 5Y | -6.7% | -42.9% | +36.2% | +2.5% |
| All | +14.7% | +189.9% | -175.3% | -27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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