+3,608.8%
SHOP vs INTU
+247.3%
+3,361.5%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -3.8% | +7.3% | +6.9% |
| 7D | -5.4% | +0.1% | -5.6% | -5.6% |
| 30D | -10.3% | +15.4% | -25.7% | -21.9% |
| 3M | +1.0% | +6.6% | -5.6% | -6.9% |
| 6M | +41.2% | -11.3% | +52.5% | +45.5% |
| YTD | -7.5% | -47.7% | +40.2% | +53.3% |
| 1Y | -4.6% | -47.0% | +42.4% | +55.7% |
| 3Y | +146.4% | -29.9% | +176.4% | +192.5% |
| 5Y | -2.5% | -42.2% | +39.7% | +43.8% |
| All | +3,608.8% | +247.3% | +3,361.5% | +1,209.1% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 INTU 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