+14.7%
FXI vs TROW
+130.0%
-115.4%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.2% | +1.6% | +0.8% |
| 7D | -3.9% | -3.2% | -0.7% | -2.7% |
| 30D | -2.1% | -4.6% | +2.5% | -0.4% |
| 3M | -0.5% | -0.7% | +0.2% | -0.6% |
| 6M | -4.5% | +22.2% | -26.7% | -11.9% |
| YTD | -9.2% | +6.6% | -15.9% | -12.2% |
| 1Y | -13.8% | +5.8% | -19.6% | -16.4% |
| 3Y | +36.6% | +11.6% | +25.0% | +26.9% |
| 5Y | -6.7% | -38.9% | +32.3% | +5.6% |
| All | +14.7% | +130.0% | -115.4% | -12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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