+236.7%
INTU vs MET
+197.3%
+39.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.3% | +0.1% |
| 7D | +0.1% | +4.5% | -4.4% | -1.8% |
| 30D | +10.1% | +3.5% | +6.5% | +8.4% |
| 3M | -4.2% | +5.9% | -10.1% | -6.6% |
| 6M | -7.2% | +33.1% | -40.3% | -18.4% |
| YTD | -47.7% | +33.6% | -81.3% | -54.3% |
| 1Y | -46.7% | +32.7% | -79.4% | -53.3% |
| 3Y | -34.1% | +85.0% | -119.1% | -51.2% |
| 5Y | -43.3% | +85.6% | -128.9% | -58.4% |
| All | +236.7% | +197.3% | +39.4% | +73.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling