+243.1%
INTU vs ACWI
+219.0%
+24.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | 0.0% | -3.7% | -3.7% |
| 7D | +0.1% | -2.4% | +2.5% | +2.9% |
| 30D | +15.4% | -5.2% | +20.6% | +22.7% |
| 3M | +6.6% | -4.8% | +11.4% | +12.6% |
| 6M | -11.3% | -1.3% | -10.0% | -11.9% |
| YTD | -47.7% | +8.4% | -56.1% | -54.6% |
| 1Y | -47.0% | +11.0% | -58.0% | -55.5% |
| 3Y | -29.9% | +70.6% | -100.5% | -67.4% |
| 5Y | -42.2% | +55.3% | -97.5% | -68.5% |
| All | +243.1% | +219.0% | +24.1% | -11.4% |
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 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