+2,196.8%
MO vs FXI
+213.7%
+1,983.1%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.5% | +1.4% | -0.6% |
| 7D | -2.0% | -1.0% | -1.1% | -1.8% |
| 30D | -0.3% | -3.2% | +3.0% | +0.3% |
| 3M | -2.9% | +1.7% | -4.6% | -3.4% |
| 6M | +5.8% | -1.6% | +7.3% | +5.8% |
| YTD | +22.0% | -7.9% | +29.9% | +23.4% |
| 1Y | +10.7% | -9.6% | +20.3% | +12.2% |
| 3Y | +94.4% | +40.5% | +53.9% | +76.8% |
| 5Y | +97.2% | -6.2% | +103.4% | +90.5% |
| 10Y | +103.0% | +14.2% | +88.8% | +83.3% |
| All | +2,196.8% | +213.7% | +1,983.1% | +1,329.0% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling