+209.9%
FXI vs TROW
+707.7%
-497.8%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.5% | +0.2% | -0.5% |
| 7D | -2.8% | -1.5% | -1.3% | -2.0% |
| 30D | -5.3% | -5.3% | 0.0% | -2.5% |
| 3M | +0.3% | +2.9% | -2.6% | -1.8% |
| 6M | -4.6% | +22.2% | -26.8% | -15.1% |
| YTD | -9.1% | +8.1% | -17.2% | -14.0% |
| 1Y | -12.0% | +5.8% | -17.8% | -16.0% |
| 3Y | +38.6% | +14.0% | +24.6% | +22.6% |
| 5Y | -6.6% | -38.3% | +31.7% | +10.7% |
| 10Y | +15.0% | +131.7% | -116.6% | -44.8% |
| All | +209.9% | +707.7% | -497.8% | -31.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling