+87.8%
ZTS vs FXI
+19.2%
+68.6%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FXI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | +5.6% | -4.2% | +9.8% | +7.0% |
| 30D | +12.1% | -1.1% | +13.2% | +12.5% |
| 3M | +11.3% | -4.0% | +15.2% | +12.7% |
| 6M | +14.3% | -11.8% | +26.1% | +18.7% |
| YTD | -31.9% | -11.9% | -20.0% | -29.4% |
| 1Y | -29.3% | -16.1% | -13.1% | -25.5% |
| 3Y | -48.0% | +38.8% | -86.8% | -55.3% |
| 5Y | -58.9% | -9.1% | -49.8% | -59.0% |
| All | +87.8% | +19.2% | +68.6% | +70.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling