-4.6%
SHOP vs INTU
-46.6%
+42.1%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -3.8% | +7.3% | +5.3% |
| 7D | -5.4% | +0.1% | -5.6% | -5.5% |
| 30D | -10.3% | +15.4% | -25.7% | -16.6% |
| 3M | +1.0% | +6.6% | -5.6% | -2.7% |
| 6M | +41.2% | -11.3% | +52.5% | +44.5% |
| YTD | -7.5% | -47.7% | +40.2% | +23.4% |
| 1Y | -4.6% | -47.0% | +42.4% | +26.3% |
| All | -4.6% | -46.6% | +42.1% | +26.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling