+3,291.5%
SHOP vs INTU
+223.2%
+3,068.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.4% | +2.8% | +2.5% |
| 7D | -5.1% | -7.1% | +2.0% | +1.3% |
| 30D | +0.6% | +1.5% | -0.9% | -1.5% |
| 3M | +25.0% | +10.7% | +14.4% | +12.3% |
| 6M | +11.9% | -23.8% | +35.7% | +33.9% |
| YTD | -9.9% | -49.3% | +39.4% | +56.3% |
| 1Y | 0.0% | -49.7% | +49.6% | +73.6% |
| 3Y | +117.5% | -38.0% | +155.5% | +198.4% |
| 5Y | -6.6% | -38.7% | +32.1% | +32.0% |
| All | +3,291.5% | +223.2% | +3,068.4% | +1,173.8% |
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