+8,524.1%
SHOP vs INTU
+262.4%
+8,261.7%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | +0.7% | -4.2% | -4.1% |
| 7D | +2.8% | -1.2% | +4.1% | +3.8% |
| 30D | -14.2% | +12.4% | -26.6% | -23.2% |
| 3M | -5.5% | +2.3% | -7.8% | -9.6% |
| 6M | +32.8% | -13.3% | +46.1% | +39.6% |
| YTD | -8.9% | -47.9% | +39.0% | +48.8% |
| 1Y | -7.7% | -47.2% | +39.4% | +48.4% |
| 3Y | +139.0% | -33.9% | +172.9% | +201.1% |
| 5Y | -0.5% | -41.3% | +40.8% | +44.3% |
| 10Y | +3,557.0% | +237.9% | +3,319.1% | +1,447.7% |
| All | +8,524.1% | +262.4% | +8,261.7% | +3,559.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling