+304.4%
INTU vs SHAK
+43.4%
+261.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.9% | -1.3% | -3.5% |
| 7D | -7.5% | -0.3% | -7.2% | -7.5% |
| 30D | -1.9% | -5.2% | +3.3% | -0.9% |
| 3M | +4.9% | +27.3% | -22.4% | -0.7% |
| 6M | -33.2% | -27.9% | -5.3% | -30.2% |
| YTD | -51.4% | -17.0% | -34.4% | -51.0% |
| 1Y | -52.0% | -30.9% | -21.0% | -49.8% |
| 3Y | -40.7% | +3.4% | -44.1% | -45.8% |
| 5Y | -41.7% | -20.5% | -21.2% | -46.2% |
| 10Y | +211.1% | +88.3% | +122.9% | +132.2% |
| All | +304.4% | +43.4% | +261.0% | +204.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling