+235.3%
INTU vs ACWI
+226.8%
+8.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.6% | -3.6% | -4.2% |
| 7D | -3.9% | +0.3% | -4.3% | -4.6% |
| 30D | +11.7% | -2.8% | +14.5% | +15.1% |
| 3M | +4.5% | -3.2% | +7.6% | +7.9% |
| 6M | -13.9% | +1.3% | -15.2% | -17.1% |
| YTD | -48.2% | +11.2% | -59.4% | -56.5% |
| 1Y | -47.1% | +13.8% | -60.9% | -56.9% |
| 3Y | -32.5% | +76.2% | -108.7% | -69.9% |
| 5Y | -42.6% | +59.5% | -102.0% | -69.7% |
| 10Y | +235.3% | +222.2% | +13.1% | -15.9% |
| All | +235.3% | +226.8% | +8.4% | -15.9% |
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