-29.9%
INTU vs ACWI
+70.3%
-100.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | 0.0% | -3.7% | -3.7% |
| 7D | +0.1% | -2.4% | +2.5% | +1.7% |
| 30D | +15.4% | -5.2% | +20.6% | +19.4% |
| 3M | +6.6% | -4.8% | +11.4% | +9.9% |
| 6M | -11.3% | -1.3% | -10.0% | -11.7% |
| YTD | -47.7% | +8.4% | -56.1% | -52.7% |
| 1Y | -47.0% | +11.0% | -58.0% | -53.3% |
| 3Y | -29.9% | +70.6% | -100.5% | -65.1% |
| All | -29.9% | +70.3% | -100.3% | -65.1% |
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