+412.1%
LIN vs FXI
+19.2%
+392.9%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.5% |
| 7D | +2.0% | +3.7% | -1.7% | +0.9% |
| 30D | +7.9% | +0.5% | +7.4% | +7.7% |
| 3M | +6.3% | -5.7% | +12.0% | +8.1% |
| 6M | +6.5% | -6.9% | +13.4% | +8.5% |
| YTD | +23.6% | -9.5% | +33.0% | +26.6% |
| 1Y | +25.7% | -14.0% | +39.7% | +30.9% |
| 3Y | +35.6% | +44.5% | -8.9% | +15.1% |
| 5Y | +65.9% | -2.8% | +68.6% | +61.3% |
| 10Y | +412.1% | +20.3% | +391.7% | +351.3% |
| All | +412.1% | +19.2% | +392.9% | +351.3% |
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