-45.2%
INTU vs MET
+35.0%
-80.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.2% | +1.3% | +2.9% |
| 7D | +8.7% | +3.9% | +4.8% | +7.7% |
| 30D | +25.9% | +6.8% | +19.0% | +24.2% |
| 3M | +10.7% | +7.7% | +3.1% | +9.1% |
| 6M | -11.6% | +32.9% | -44.5% | -15.3% |
| YTD | -45.4% | +33.9% | -79.3% | -47.3% |
| 1Y | -45.2% | +33.0% | -78.2% | -47.3% |
| All | -45.2% | +35.0% | -80.3% | -47.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET 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 MET 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