+14,779.2%
INTU vs SHW
+10,583.9%
+4,195.3%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.1% | +0.5% | +0.6% |
| 7D | -3.9% | -2.1% | -1.8% | -3.2% |
| 30D | +12.0% | +11.1% | +0.9% | +7.5% |
| 3M | +2.3% | -2.2% | +4.5% | +3.1% |
| 6M | -12.1% | +14.3% | -26.4% | -17.2% |
| YTD | -47.5% | +10.6% | -58.1% | -50.6% |
| 1Y | -46.9% | +4.1% | -51.0% | -48.8% |
| 3Y | -33.5% | +42.9% | -76.3% | -44.0% |
| 5Y | -41.2% | +14.2% | -55.4% | -46.5% |
| 10Y | +233.5% | +346.7% | -113.2% | +85.3% |
| All | +14,779.2% | +10,583.9% | +4,195.3% | +2,476.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling