+211.1%
INTU vs SHW
+275.8%
-64.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.3% | -1.9% | -3.0% |
| 7D | -7.5% | -1.2% | -6.4% | -7.0% |
| 30D | -1.9% | -11.6% | +9.7% | +4.3% |
| 3M | +4.9% | +9.1% | -4.3% | -0.4% |
| 6M | -33.2% | -0.7% | -32.6% | -34.3% |
| YTD | -51.4% | +1.4% | -52.8% | -53.2% |
| 1Y | -52.0% | -12.3% | -39.7% | -50.0% |
| 3Y | -40.7% | +23.4% | -64.1% | -50.4% |
| 5Y | -41.7% | +15.0% | -56.7% | -50.2% |
| 10Y | +211.1% | +278.3% | -67.2% | +55.8% |
| All | +211.1% | +275.8% | -64.7% | +55.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling