+74.2%
HAL vs FXI
-11.6%
+85.8%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.3% | +2.2% | +1.2% |
| 7D | -1.3% | -2.8% | +1.5% | -0.7% |
| 30D | +10.9% | -5.3% | +16.2% | +12.2% |
| 3M | -5.8% | +0.3% | -6.2% | -5.9% |
| 6M | +8.1% | -4.6% | +12.7% | +8.8% |
| YTD | +33.2% | -9.1% | +42.3% | +35.6% |
| 1Y | +74.2% | -12.0% | +86.1% | +82.0% |
| All | +74.2% | -11.6% | +85.8% | +82.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling