-6.8%
FXI vs UUUU
+88.5%
-95.4%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.3% | +5.7% | +0.1% |
| 7D | -2.8% | -5.0% | +2.2% | -2.3% |
| 30D | -3.7% | -7.8% | +4.1% | -3.1% |
| 3M | -0.4% | -0.4% | 0.0% | -1.0% |
| 6M | -5.4% | -32.9% | +27.5% | -2.7% |
| YTD | -9.6% | -6.3% | -3.4% | -11.6% |
| 1Y | -11.9% | +7.9% | -19.8% | -17.1% |
| 3Y | +37.8% | +85.2% | -47.3% | +15.0% |
| All | -6.8% | +88.5% | -95.4% | -26.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling