+139.4%
SHOP vs INTU
-33.1%
+172.5%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.6% | +1.2% | +1.4% |
| 7D | -2.5% | -3.9% | +1.5% | -0.3% |
| 30D | -16.7% | +12.0% | -28.7% | -22.7% |
| 3M | -2.2% | +2.3% | -4.5% | -4.7% |
| 6M | +45.6% | -12.1% | +57.6% | +51.6% |
| YTD | -7.3% | -47.5% | +40.3% | +40.0% |
| 1Y | -6.1% | -46.9% | +40.8% | +40.2% |
| All | +139.4% | -33.1% | +172.5% | +200.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling