+2,393.1%
PWR vs FXI
+16.6%
+2,376.5%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -1.1% |
| 7D | -0.2% | -2.8% | +2.6% | +0.8% |
| 30D | -7.7% | -3.7% | -4.1% | -6.5% |
| 3M | -4.9% | -0.4% | -4.5% | -5.0% |
| 6M | +9.7% | -5.4% | +15.1% | +11.8% |
| YTD | +46.7% | -9.6% | +56.3% | +51.8% |
| 1Y | +58.7% | -11.9% | +70.6% | +65.7% |
| 3Y | +200.7% | +37.8% | +162.9% | +159.4% |
| 5Y | +438.6% | -7.0% | +445.6% | +442.3% |
| All | +2,393.1% | +16.6% | +2,376.5% | +2,125.4% |
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