+64.4%
LIN vs FXI
-1.5%
+65.9%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.8% | +1.1% |
| 7D | +0.1% | +4.4% | -4.2% | -0.6% |
| 30D | +7.6% | +1.2% | +6.3% | +7.3% |
| 3M | +6.5% | -4.2% | +10.7% | +7.3% |
| 6M | +6.2% | -6.2% | +12.4% | +7.3% |
| YTD | +23.2% | -8.8% | +32.0% | +24.9% |
| 1Y | +25.4% | -11.6% | +37.0% | +27.9% |
| 3Y | +38.3% | +45.1% | -6.8% | +26.1% |
| 5Y | +64.4% | -1.2% | +65.6% | +63.5% |
| All | +64.4% | -1.5% | +65.9% | +63.5% |
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 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