+82.5%
HUT vs FXI
-4.8%
+87.3%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.5% | +4.7% | +4.8% |
| 7D | +17.8% | +1.0% | +16.7% | +16.7% |
| 30D | +0.8% | -0.6% | +1.4% | +1.2% |
| 3M | -26.8% | +1.9% | -28.7% | -28.1% |
| 6M | +72.6% | -0.2% | +72.7% | +75.0% |
| YTD | +103.6% | -5.6% | +109.2% | +118.7% |
| 1Y | +265.3% | -4.7% | +269.9% | +294.4% |
| 3Y | +689.4% | +38.0% | +651.4% | +507.9% |
| All | +82.5% | -4.8% | +87.3% | +153.7% |
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