+93.9%
INTC vs ACWI
+67.7%
+26.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | 0.0% | +4.5% | +4.6% |
| 7D | +7.1% | +0.5% | +6.6% | +6.2% |
| 30D | -5.2% | +0.9% | -6.1% | -6.4% |
| 3M | -14.3% | +2.4% | -16.7% | -15.9% |
| 6M | +110.2% | +12.4% | +97.8% | +80.3% |
| YTD | +159.6% | +15.2% | +144.5% | +115.1% |
| 1Y | +289.3% | +22.7% | +266.6% | +194.8% |
| 3Y | +166.1% | +75.8% | +90.3% | +26.6% |
| All | +93.9% | +67.7% | +26.2% | -3.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling