-51.8%
INTU vs SHEL
+38.4%
-90.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.7% | -0.3% |
| 7D | -9.2% | +3.9% | -13.1% | -8.7% |
| 30D | -7.0% | +7.0% | -14.0% | -6.3% |
| 3M | +10.5% | +12.5% | -2.0% | +11.2% |
| 6M | -30.6% | +14.8% | -45.3% | -29.6% |
| YTD | -52.3% | +34.2% | -86.5% | -48.4% |
| 1Y | -51.8% | +37.0% | -88.8% | -47.8% |
| All | -51.8% | +38.4% | -90.3% | -47.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling