+341.5%
INTC vs ACWI
+330.0%
+11.5%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | 0.0% | +7.8% | +7.8% |
| 7D | -14.4% | -2.4% | -12.1% | -11.9% |
| 30D | -50.2% | -5.2% | -45.1% | -46.5% |
| 3M | -43.6% | -4.8% | -38.8% | -39.4% |
| 6M | -50.2% | -1.3% | -48.9% | -47.7% |
| YTD | +52.5% | +8.4% | +44.1% | +46.2% |
| 1Y | +51.1% | +11.0% | +40.1% | +41.6% |
| 3Y | +50.3% | +70.6% | -20.3% | -6.8% |
| 5Y | +19.2% | +55.3% | -36.1% | -17.4% |
| 10Y | +105.1% | +223.2% | -118.1% | -26.4% |
| All | +341.5% | +330.0% | +11.5% | +22.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling