-40.7%
INTU vs MET
+66.4%
-107.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.2% | -2.0% | -3.4% |
| 7D | -7.5% | +1.1% | -8.7% | -7.9% |
| 30D | -1.9% | -2.3% | +0.4% | -1.2% |
| 3M | +4.9% | +13.9% | -9.0% | +0.3% |
| 6M | -33.2% | +34.8% | -68.0% | -40.2% |
| YTD | -51.4% | +23.5% | -74.9% | -55.1% |
| 1Y | -52.0% | +23.4% | -75.4% | -55.7% |
| 3Y | -40.7% | +64.9% | -105.6% | -52.4% |
| All | -40.7% | +66.4% | -107.1% | -52.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling