-38.1%
INTU vs ACWI
+76.1%
-114.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | 0.0% | -3.3% | -3.3% |
| 7D | -7.1% | +0.5% | -7.6% | -7.4% |
| 30D | +1.5% | +0.9% | +0.6% | +0.8% |
| 3M | +10.7% | +2.4% | +8.3% | +8.3% |
| 6M | -23.8% | +12.4% | -36.2% | -32.1% |
| YTD | -49.3% | +15.2% | -64.5% | -56.0% |
| 1Y | -49.7% | +22.7% | -72.4% | -59.4% |
| All | -38.1% | +76.1% | -114.2% | -69.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling