+109.3%
INTC vs ACWI
+226.8%
-117.6%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.6% | +2.9% | +1.6% |
| 7D | -1.0% | +0.3% | -1.3% | -1.2% |
| 30D | -43.3% | -2.8% | -40.5% | -39.9% |
| 3M | -41.6% | -3.2% | -38.4% | -37.5% |
| 6M | -52.5% | +1.3% | -53.8% | -51.4% |
| YTD | +60.9% | +11.2% | +49.7% | +46.2% |
| 1Y | +55.7% | +13.8% | +41.9% | +37.5% |
| 3Y | +59.2% | +76.2% | -17.0% | -18.3% |
| 5Y | +25.0% | +59.5% | -34.4% | -26.1% |
| 10Y | +109.3% | +222.2% | -112.9% | -46.0% |
| All | +109.3% | +226.8% | -117.6% | -46.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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