+213.9%
FXI vs ZBRA
+498.7%
-284.9%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.8% | +0.4% | -1.5% |
| 7D | -1.0% | +2.6% | -3.5% | -1.8% |
| 30D | -3.2% | -6.4% | +3.1% | -1.1% |
| 3M | +1.7% | +51.3% | -49.6% | -14.0% |
| 6M | -1.6% | +60.5% | -62.1% | -19.3% |
| YTD | -7.9% | +45.2% | -53.1% | -22.4% |
| 1Y | -9.6% | +12.3% | -22.0% | -17.1% |
| 3Y | +40.5% | +37.5% | +2.9% | +12.7% |
| 5Y | -6.2% | -39.2% | +33.0% | -1.8% |
| 10Y | +14.2% | +417.0% | -402.8% | -58.5% |
| All | +213.9% | +498.7% | -284.9% | -42.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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