+211.0%
INTU vs MET
+245.0%
-34.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.8% | -1.6% |
| 7D | -8.5% | -0.8% | -7.7% | -8.1% |
| 30D | -6.1% | -1.4% | -4.7% | -5.6% |
| 3M | +7.3% | +12.5% | -5.2% | +2.0% |
| 6M | -33.2% | +37.1% | -70.3% | -42.1% |
| YTD | -52.2% | +23.8% | -75.9% | -56.8% |
| 1Y | -52.7% | +24.1% | -76.8% | -57.4% |
| 3Y | -41.6% | +65.2% | -106.8% | -54.5% |
| 5Y | -42.6% | +82.3% | -124.9% | -57.5% |
| 10Y | +211.0% | +241.6% | -30.5% | +55.8% |
| All | +211.0% | +245.0% | -34.0% | +55.8% |
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