+236.7%
INTU vs FXI
+19.2%
+217.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | +0.1% | -4.2% | +4.3% | +1.9% |
| 30D | +10.1% | -1.1% | +11.2% | +10.6% |
| 3M | -4.2% | -4.0% | -0.2% | -2.6% |
| 6M | -7.2% | -11.8% | +4.6% | -2.4% |
| YTD | -47.7% | -11.9% | -35.8% | -45.3% |
| 1Y | -46.7% | -16.1% | -30.6% | -43.1% |
| 3Y | -34.1% | +38.8% | -72.9% | -47.0% |
| 5Y | -43.3% | -9.1% | -34.2% | -43.1% |
| All | +236.7% | +19.2% | +217.5% | +206.5% |
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