+235.2%
INTU vs SHW
+340.1%
-104.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.2% | +0.5% | -0.1% |
| 7D | -4.1% | +0.7% | -4.8% | -4.5% |
| 30D | +12.8% | +8.4% | +4.4% | +8.2% |
| 3M | +2.1% | -2.2% | +4.3% | +3.1% |
| 6M | -11.5% | +13.3% | -24.8% | -18.1% |
| YTD | -47.9% | +9.2% | -57.1% | -51.9% |
| 1Y | -47.7% | +2.9% | -50.6% | -50.0% |
| 3Y | -34.0% | +41.1% | -75.1% | -49.0% |
| 5Y | -43.5% | +11.0% | -54.5% | -50.7% |
| All | +235.2% | +340.1% | -104.9% | +57.7% |
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