+3,310.4%
V vs FXI
+24.2%
+3,286.1%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | +2.2% | +5.7% | -3.5% | -0.1% |
| 30D | +13.6% | +4.6% | +9.0% | +11.5% |
| 3M | +14.3% | -2.8% | +17.1% | +15.5% |
| 6M | +33.1% | -6.1% | +39.2% | +35.9% |
| YTD | +21.2% | -8.0% | +29.3% | +24.5% |
| 1Y | +26.4% | -11.3% | +37.8% | +31.8% |
| 3Y | +77.6% | +42.6% | +34.9% | +44.3% |
| 5Y | +102.6% | -0.1% | +102.7% | +84.5% |
| 10Y | +464.4% | +22.7% | +441.7% | +356.4% |
| All | +3,310.4% | +24.2% | +3,286.1% | +2,283.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling