-47.2%
INTU vs MET
+37.6%
-84.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.5% |
| 7D | -1.2% | +1.8% | -3.0% | -1.7% |
| 30D | +12.4% | +4.8% | +7.7% | +11.4% |
| 3M | +2.3% | +6.2% | -3.9% | +1.0% |
| 6M | -13.3% | +33.8% | -47.1% | -17.1% |
| YTD | -47.9% | +33.3% | -81.2% | -49.7% |
| 1Y | -47.2% | +36.3% | -83.5% | -50.0% |
| All | -47.2% | +37.6% | -84.7% | -50.0% |
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 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