+74.5%
UBER vs FXI
-2.2%
+76.8%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.6% | +2.7% | +2.4% |
| 7D | -4.5% | -2.8% | -1.7% | -2.8% |
| 30D | -7.6% | -3.7% | -3.9% | -5.5% |
| 3M | +5.8% | -0.4% | +6.2% | +5.9% |
| 6M | +0.3% | -5.4% | +5.7% | +3.4% |
| YTD | -11.2% | -9.6% | -1.6% | -6.3% |
| 1Y | -23.0% | -11.9% | -11.1% | -17.6% |
| 3Y | +53.6% | +37.8% | +15.8% | +16.4% |
| 5Y | +81.9% | -7.0% | +88.9% | +85.2% |
| All | +74.5% | -2.2% | +76.8% | +58.9% |
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