+62.2%
INTC vs ACWI
+75.0%
-12.8%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -0.8% |
| 7D | +17.1% | +2.7% | +14.4% | +10.5% |
| 30D | -40.5% | -2.6% | -37.9% | -35.4% |
| 3M | -39.4% | -3.2% | -36.2% | -33.1% |
| 6M | -49.3% | +1.9% | -51.1% | -48.5% |
| YTD | +65.9% | +11.3% | +54.5% | +43.5% |
| 1Y | +61.5% | +11.7% | +49.9% | +39.5% |
| All | +62.2% | +75.0% | -12.8% | -33.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling