+14,280.4%
INTU vs SHEL
+1,518.3%
+12,762.1%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.7% | -4.0% | -3.6% |
| 7D | -7.1% | +2.2% | -9.3% | -7.7% |
| 30D | +1.5% | +6.8% | -5.4% | -0.5% |
| 3M | +10.7% | +8.1% | +2.5% | +8.1% |
| 6M | -23.8% | +14.4% | -38.2% | -27.0% |
| YTD | -49.3% | +30.0% | -79.3% | -53.3% |
| 1Y | -49.7% | +33.3% | -83.0% | -54.0% |
| 3Y | -38.0% | +66.4% | -104.5% | -47.3% |
| 5Y | -38.7% | +178.6% | -217.3% | -55.9% |
| 10Y | +221.3% | +198.4% | +22.9% | +114.3% |
| All | +14,280.4% | +1,518.3% | +12,762.1% | +7,599.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling