+217.8%
INTU vs SHAK
+87.2%
+130.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.2% | -0.3% | +2.1% |
| 7D | -3.3% | -8.3% | +4.9% | -1.3% |
| 30D | -3.9% | -12.6% | +8.7% | -0.9% |
| 3M | +16.6% | +9.1% | +7.5% | +13.8% |
| 6M | -26.4% | -31.2% | +4.8% | -21.9% |
| YTD | -51.0% | -21.6% | -29.4% | -50.0% |
| 1Y | -50.8% | -38.8% | -12.0% | -46.7% |
| 3Y | -40.1% | +0.6% | -40.7% | -46.2% |
| 5Y | -41.2% | -22.5% | -18.7% | -46.6% |
| All | +217.8% | +87.2% | +130.6% | +117.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 SHAK 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