+770.0%
WDC vs FXI
+39.4%
+730.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | 0.0% | -5.0% | -5.0% |
| 7D | +12.1% | -4.2% | +16.3% | +14.2% |
| 30D | -18.8% | -1.1% | -17.7% | -18.8% |
| 3M | -39.3% | -4.0% | -35.3% | -38.4% |
| 6M | -40.1% | -11.8% | -28.3% | -36.7% |
| YTD | +71.8% | -11.9% | +83.7% | +82.8% |
| 1Y | +88.5% | -16.1% | +104.6% | +104.5% |
| 3Y | +770.0% | +38.8% | +731.2% | +700.1% |
| All | +770.0% | +39.4% | +730.6% | +700.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling