-52.0%
INTU vs SHW
-11.6%
-40.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.3% | -1.9% | -4.3% |
| 7D | -7.5% | -1.2% | -6.4% | -7.6% |
| 30D | -1.9% | -11.6% | +9.7% | -3.0% |
| 3M | +4.9% | +9.1% | -4.3% | +8.0% |
| 6M | -33.2% | -0.7% | -32.6% | -32.1% |
| YTD | -51.4% | +1.4% | -52.8% | -51.9% |
| 1Y | -52.0% | -12.3% | -39.7% | -50.7% |
| All | -52.0% | -11.6% | -40.4% | -50.7% |
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 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