-45.2%
INTU vs SHW
+7.3%
-52.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +6.6% | -3.2% | +3.1% |
| 7D | +8.7% | +13.3% | -4.6% | +8.3% |
| 30D | +25.9% | +14.1% | +11.7% | +25.8% |
| 3M | +10.7% | +0.8% | +10.0% | +9.0% |
| 6M | -11.6% | +17.6% | -29.2% | -9.1% |
| YTD | -45.4% | +13.0% | -58.4% | -46.7% |
| 1Y | -45.2% | +7.0% | -52.2% | -45.5% |
| All | -45.2% | +7.3% | -52.5% | -45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW 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 SHW 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