+67.1%
PWR vs FXI
-12.5%
+79.6%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.4% | +4.7% | +4.9% |
| 7D | +4.2% | -3.9% | +8.1% | +6.6% |
| 30D | -4.0% | -2.1% | -1.9% | -3.0% |
| 3M | -4.8% | -0.5% | -4.3% | -4.7% |
| 6M | +14.6% | -4.5% | +19.2% | +17.9% |
| YTD | +54.2% | -9.2% | +63.5% | +62.6% |
| 1Y | +67.1% | -13.8% | +80.9% | +81.1% |
| All | +67.1% | -12.5% | +79.6% | +81.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling