+425.6%
PWR vs FXI
-6.5%
+432.2%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -1.4% | +5.7% | +4.6% |
| 7D | +4.7% | -1.9% | +6.7% | +5.1% |
| 30D | -12.5% | -0.6% | -11.9% | -12.5% |
| 3M | -9.3% | -4.9% | -4.4% | -8.5% |
| 6M | -22.2% | -8.8% | -13.4% | -20.8% |
| YTD | +44.2% | -10.7% | +54.9% | +47.5% |
| 1Y | +35.5% | -15.2% | +50.8% | +40.2% |
| 3Y | +250.4% | +42.5% | +208.0% | +221.8% |
| 5Y | +425.6% | -7.8% | +433.5% | +480.7% |
| All | +425.6% | -6.5% | +432.2% | +480.7% |
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