+76.2%
UBER vs FXI
-6.0%
+82.1%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.3% | -1.5% | -2.2% |
| 7D | -7.0% | -2.8% | -4.2% | -5.7% |
| 30D | -8.9% | -5.3% | -3.6% | -6.5% |
| 3M | +1.0% | +0.3% | +0.7% | +0.8% |
| 6M | -3.7% | -4.6% | +0.8% | -1.7% |
| YTD | -13.0% | -9.1% | -3.9% | -9.3% |
| 1Y | -25.5% | -12.0% | -13.6% | -21.3% |
| 3Y | +50.5% | +38.6% | +11.8% | +21.0% |
| 5Y | +76.2% | -6.6% | +82.7% | +82.5% |
| All | +76.2% | -6.0% | +82.1% | +82.5% |
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