+40.1%
HAL vs FXI
-1.5%
+41.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +1.0% | +0.3% |
| 7D | -7.9% | +4.4% | -12.3% | -8.9% |
| 30D | -2.1% | +1.2% | -3.3% | -2.4% |
| 3M | +0.4% | -4.2% | +4.6% | +1.4% |
| 6M | -19.2% | -6.2% | -13.0% | -18.2% |
| YTD | +14.4% | -8.8% | +23.2% | +16.5% |
| 1Y | +18.0% | -11.6% | +29.6% | +21.1% |
| 3Y | -9.7% | +45.1% | -54.8% | -19.1% |
| 5Y | +40.1% | -1.2% | +41.3% | +40.1% |
| All | +40.1% | -1.5% | +41.6% | +40.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling