+1,844.9%
PWR vs FXI
+19.2%
+1,825.7%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.3% | +1.0% | +0.2% |
| 7D | +19.1% | -4.2% | +23.3% | +20.8% |
| 30D | -12.0% | -2.0% | -10.0% | -11.6% |
| 3M | -10.6% | -5.0% | -5.6% | -9.3% |
| 6M | -20.8% | -9.6% | -11.2% | -18.4% |
| YTD | +43.7% | -11.9% | +55.6% | +49.6% |
| 1Y | +35.0% | -16.7% | +51.6% | +43.2% |
| 3Y | +249.4% | +40.6% | +208.8% | +197.7% |
| 5Y | +422.1% | -9.1% | +431.2% | +430.4% |
| All | +1,844.9% | +19.2% | +1,825.7% | +1,580.3% |
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