+36.6%
FXI vs UUUU
+74.5%
-38.0%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.0% | +5.4% | +0.8% |
| 7D | -3.9% | -10.5% | +6.6% | -3.1% |
| 30D | -2.1% | -10.5% | +8.4% | -1.4% |
| 3M | -0.5% | -14.1% | +13.7% | +0.3% |
| 6M | -4.5% | -35.5% | +30.9% | -2.3% |
| YTD | -9.2% | -10.9% | +1.7% | -10.1% |
| 1Y | -13.8% | +3.4% | -17.1% | -17.1% |
| 3Y | +36.6% | +73.1% | -36.6% | +18.3% |
| All | +36.6% | +74.5% | -38.0% | +18.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling