+11.9%
SHOP vs INTU
-22.6%
+34.5%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.4% | +2.8% | +1.0% |
| 7D | -5.1% | -7.1% | +2.0% | -1.7% |
| 30D | +0.6% | +1.5% | -0.9% | -0.4% |
| 3M | +25.0% | +10.7% | +14.4% | +18.4% |
| 6M | +11.9% | -23.8% | +35.7% | +20.9% |
| All | +11.9% | -22.6% | +34.5% | +20.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling