+8.6%
V vs FXI
-9.2%
+17.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.5% | +0.7% | -1.4% |
| 7D | -1.1% | -1.0% | -0.1% | -1.0% |
| 30D | +1.9% | -3.2% | +5.1% | +2.3% |
| 3M | +15.5% | +1.7% | +13.9% | +15.3% |
| 6M | +16.6% | -1.6% | +18.2% | +16.6% |
| YTD | +5.7% | -7.9% | +13.6% | +7.3% |
| 1Y | +8.6% | -9.6% | +18.2% | +9.5% |
| All | +8.6% | -9.2% | +17.7% | +9.5% |
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 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