+14,280.4%
INTU vs SHW
+9,921.7%
+4,358.8%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.4% | -3.8% | -3.5% |
| 7D | -7.1% | -3.2% | -3.8% | -5.9% |
| 30D | +1.5% | -9.5% | +11.0% | +5.4% |
| 3M | +10.7% | +11.5% | -0.8% | +5.7% |
| 6M | -23.8% | -3.5% | -20.3% | -23.9% |
| YTD | -49.3% | +3.7% | -53.0% | -51.0% |
| 1Y | -49.7% | -7.9% | -41.8% | -49.1% |
| 3Y | -38.0% | +24.7% | -62.7% | -45.0% |
| 5Y | -38.7% | +13.6% | -52.3% | -44.1% |
| 10Y | +221.3% | +283.0% | -61.6% | +88.1% |
| All | +14,280.4% | +9,921.7% | +4,358.8% | +2,453.8% |
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 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