-6.2%
FXI vs TECH
-41.8%
+35.6%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.2% | -2.3% | -2.4% |
| 7D | -1.0% | +0.2% | -1.1% | -1.0% |
| 30D | -3.2% | +0.1% | -3.4% | -3.3% |
| 3M | +1.7% | +37.5% | -35.8% | -5.3% |
| 6M | -1.6% | +34.6% | -36.1% | -9.1% |
| YTD | -7.9% | +23.5% | -31.4% | -13.6% |
| 1Y | -9.6% | +34.4% | -44.0% | -17.5% |
| 3Y | +40.5% | +2.3% | +38.2% | +33.3% |
| 5Y | -6.2% | -41.7% | +35.5% | +0.5% |
| All | -6.2% | -41.8% | +35.6% | +0.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling