+651.5%
INTC vs ACWI
+356.8%
+294.6%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | 0.0% | +4.5% | +4.5% |
| 7D | +7.1% | +0.5% | +6.6% | +6.5% |
| 30D | -5.2% | +0.9% | -6.1% | -6.0% |
| 3M | -14.3% | +2.4% | -16.7% | -15.1% |
| 6M | +110.2% | +12.4% | +97.8% | +90.0% |
| YTD | +159.6% | +15.2% | +144.5% | +129.2% |
| 1Y | +289.3% | +22.7% | +266.6% | +222.6% |
| 3Y | +166.1% | +75.8% | +90.3% | +56.7% |
| 5Y | +94.4% | +67.7% | +26.7% | +22.0% |
| 10Y | +227.7% | +229.0% | -1.3% | +12.5% |
| All | +651.5% | +356.8% | +294.6% | +91.2% |
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