+14.7%
FXI vs UUUU
+465.5%
-450.8%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.0% | +5.4% | +0.9% |
| 7D | -3.9% | -10.5% | +6.6% | -2.9% |
| 30D | -2.1% | -10.5% | +8.4% | -1.2% |
| 3M | -0.5% | -14.1% | +13.7% | +0.5% |
| 6M | -4.5% | -35.5% | +30.9% | -1.7% |
| YTD | -9.2% | -10.9% | +1.7% | -10.5% |
| 1Y | -13.8% | +3.4% | -17.1% | -17.6% |
| 3Y | +36.6% | +73.1% | -36.6% | +18.7% |
| 5Y | -6.7% | +87.1% | -93.8% | -22.7% |
| All | +14.7% | +465.5% | -450.8% | -24.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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