+7.4%
HAL vs FXI
+13.0%
-5.6%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.2% | +1.5% |
| 7D | -1.3% | -2.8% | +1.5% | 0.0% |
| 30D | +10.9% | -5.3% | +16.2% | +13.8% |
| 3M | -5.8% | +0.3% | -6.2% | -6.2% |
| 6M | +8.1% | -4.6% | +12.7% | +10.0% |
| YTD | +33.2% | -9.1% | +42.3% | +38.6% |
| 1Y | +74.2% | -12.0% | +86.1% | +83.7% |
| 3Y | -3.7% | +38.6% | -42.3% | -24.1% |
| 5Y | +111.9% | -6.6% | +118.5% | +110.2% |
| 10Y | +7.4% | +15.0% | -7.6% | -8.8% |
| All | +7.4% | +13.0% | -5.6% | -8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FXI.
Daily Out/Under-Performance
Portfolio return minus FXI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FXI 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 FXI 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