+211.0%
INTU vs SHEL
+201.7%
+9.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.3% | -1.9% | -1.6% |
| 7D | -8.5% | +3.0% | -11.5% | -9.2% |
| 30D | -6.1% | +7.2% | -13.3% | -8.0% |
| 3M | +7.3% | +12.9% | -5.5% | +3.5% |
| 6M | -33.2% | +13.7% | -46.9% | -35.9% |
| YTD | -52.2% | +33.7% | -85.8% | -56.3% |
| 1Y | -52.7% | +37.9% | -90.6% | -57.2% |
| 3Y | -41.6% | +70.2% | -111.9% | -50.9% |
| 5Y | -42.6% | +192.3% | -235.0% | -59.9% |
| 10Y | +211.0% | +207.3% | +3.7% | +120.1% |
| All | +211.0% | +201.7% | +9.3% | +120.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SHEL.
Daily Out/Under-Performance
Portfolio return minus SHEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHEL 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 SHEL 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