+502.9%
TEAM vs FXI
+13.0%
+489.9%
-87.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.3% | +2.0% | +1.4% |
| 7D | -4.7% | -2.8% | -1.9% | -3.3% |
| 30D | +17.0% | -5.3% | +22.4% | +20.1% |
| 3M | +85.9% | +0.3% | +85.6% | +85.8% |
| 6M | +116.7% | -4.6% | +121.2% | +120.7% |
| YTD | +9.6% | -9.1% | +18.7% | +13.8% |
| 1Y | -2.5% | -12.0% | +9.4% | +2.6% |
| 3Y | -14.0% | +38.6% | -52.6% | -32.0% |
| 5Y | -53.1% | -6.6% | -46.5% | -54.3% |
| 10Y | +502.9% | +15.0% | +487.9% | +398.9% |
| All | +502.9% | +13.0% | +489.9% | +398.9% |
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