+263.7%
QCOM vs FXI
+14.7%
+249.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -2.5% | +5.6% | +4.5% |
| 7D | +5.1% | -1.0% | +6.0% | +5.5% |
| 30D | +4.3% | -3.2% | +7.5% | +6.0% |
| 3M | -19.6% | +1.7% | -21.3% | -20.6% |
| 6M | +29.5% | -1.6% | +31.0% | +30.3% |
| YTD | +3.4% | -7.9% | +11.3% | +7.6% |
| 1Y | +10.9% | -9.6% | +20.5% | +16.7% |
| 3Y | +74.8% | +40.5% | +34.3% | +38.9% |
| 5Y | +36.2% | -6.2% | +42.4% | +35.5% |
| 10Y | +263.7% | +14.2% | +249.6% | +221.8% |
| All | +263.7% | +14.7% | +249.0% | +221.8% |
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