+427.2%
LIN vs FXI
+20.8%
+406.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.4% | +2.3% | +1.3% |
| 7D | +0.3% | -1.9% | +2.3% | +0.9% |
| 30D | +8.0% | -0.6% | +8.7% | +8.2% |
| 3M | +7.7% | -4.9% | +12.6% | +9.2% |
| 6M | +5.1% | -8.8% | +13.9% | +7.7% |
| YTD | +24.7% | -10.7% | +35.5% | +28.3% |
| 1Y | +25.1% | -15.2% | +40.3% | +30.8% |
| 3Y | +36.8% | +42.5% | -5.6% | +16.7% |
| 5Y | +67.9% | -7.8% | +75.7% | +67.4% |
| 10Y | +427.2% | +20.0% | +407.2% | +370.0% |
| All | +427.2% | +20.8% | +406.4% | +370.0% |
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 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