-27.2%
INTU vs ACWI
+70.4%
-97.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.8% | +3.3% | +2.1% |
| 7D | +7.1% | -4.0% | +11.2% | +10.0% |
| 30D | +23.0% | -5.8% | +28.8% | +27.9% |
| 3M | +8.7% | -5.0% | +13.7% | +12.3% |
| 6M | -10.1% | +0.7% | -10.8% | -12.2% |
| YTD | -45.7% | +8.4% | -54.1% | -50.8% |
| 1Y | -45.1% | +10.1% | -55.2% | -51.1% |
| All | -27.2% | +70.4% | -97.6% | -63.8% |
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