-2.9%
SHOP vs INTU
-42.6%
+39.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -3.8% | +7.3% | +6.8% |
| 7D | -5.4% | +0.1% | -5.6% | -5.6% |
| 30D | -10.3% | +15.4% | -25.7% | -21.7% |
| 3M | +1.0% | +6.6% | -5.6% | -6.8% |
| 6M | +41.2% | -11.3% | +52.5% | +45.9% |
| YTD | -7.5% | -47.7% | +40.2% | +57.8% |
| 1Y | -4.6% | -47.0% | +42.4% | +60.0% |
| 3Y | +146.4% | -29.9% | +176.4% | +184.1% |
| All | -2.9% | -42.6% | +39.7% | +33.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling