-3.6%
FXI vs TRU
+228.6%
-232.1%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.8% | +0.3% | -1.7% |
| 7D | -1.0% | -7.2% | +6.2% | +0.9% |
| 30D | -3.2% | -2.8% | -0.4% | -2.7% |
| 3M | +1.7% | +13.0% | -11.3% | -2.4% |
| 6M | -1.6% | +0.7% | -2.2% | -2.9% |
| YTD | -7.9% | -9.0% | +1.1% | -7.3% |
| 1Y | -9.6% | -16.3% | +6.7% | -7.3% |
| 3Y | +40.5% | -1.1% | +41.5% | +30.9% |
| 5Y | -6.2% | -36.0% | +29.8% | -1.1% |
| 10Y | +14.2% | +139.9% | -125.7% | -28.9% |
| All | -3.6% | +228.6% | -232.1% | -45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded TRU 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling