+237.9%
INTU vs MET
+206.5%
+31.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.3% |
| 7D | -1.2% | +1.8% | -3.0% | -2.0% |
| 30D | +12.4% | +4.8% | +7.7% | +10.2% |
| 3M | +2.3% | +6.2% | -3.9% | -0.4% |
| 6M | -13.3% | +33.8% | -47.1% | -23.9% |
| YTD | -47.9% | +33.3% | -81.2% | -54.4% |
| 1Y | -47.2% | +36.3% | -83.5% | -54.3% |
| 3Y | -33.9% | +84.6% | -118.5% | -51.0% |
| 5Y | -41.3% | +87.7% | -129.0% | -57.1% |
| 10Y | +237.9% | +198.0% | +39.9% | +75.0% |
| All | +237.9% | +206.5% | +31.4% | +75.0% |
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