+1,413.3%
INTU vs ACWI
+330.1%
+1,083.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.8% | +3.3% | +3.1% |
| 7D | +7.1% | -4.0% | +11.2% | +11.2% |
| 30D | +23.0% | -5.8% | +28.8% | +29.8% |
| 3M | +8.7% | -5.0% | +13.7% | +13.7% |
| 6M | -10.1% | +0.7% | -10.8% | -12.2% |
| YTD | -45.7% | +8.4% | -54.1% | -51.0% |
| 1Y | -45.1% | +10.1% | -55.2% | -51.2% |
| 3Y | -26.9% | +70.8% | -97.7% | -57.7% |
| 5Y | -40.0% | +55.4% | -95.3% | -60.5% |
| 10Y | +265.4% | +223.3% | +42.1% | +33.8% |
| All | +1,413.3% | +330.1% | +1,083.2% | +343.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling