+31.4%
UNH vs FXI
-4.7%
+36.1%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.5% | -2.5% | -1.2% |
| 7D | +1.1% | +1.0% | 0.0% | +0.9% |
| 30D | -3.8% | -0.6% | -3.2% | -3.7% |
| 3M | +0.7% | +1.9% | -1.2% | +0.7% |
| 6M | +37.9% | -0.2% | +38.0% | +38.2% |
| YTD | +21.9% | -5.6% | +27.5% | +24.1% |
| 1Y | +31.4% | -4.7% | +36.0% | +31.7% |
| All | +31.4% | -4.7% | +36.1% | +31.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling