+277.9%
XLF vs FXI
+213.7%
+64.3%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -2.5% | +1.1% | -0.1% |
| 7D | +0.2% | -1.0% | +1.1% | +0.6% |
| 30D | -0.5% | -3.2% | +2.7% | +1.1% |
| 3M | +10.6% | +1.7% | +9.0% | +9.4% |
| 6M | +14.3% | -1.6% | +15.8% | +14.5% |
| YTD | +5.5% | -7.9% | +13.4% | +9.1% |
| 1Y | +9.6% | -9.6% | +19.2% | +14.1% |
| 3Y | +75.2% | +40.5% | +34.7% | +36.1% |
| 5Y | +65.5% | -6.2% | +71.8% | +50.1% |
| 10Y | +246.4% | +14.2% | +232.3% | +167.7% |
| All | +277.9% | +213.7% | +64.3% | +83.1% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling