-29.9%
INTU vs MET
+75.0%
-104.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.5% | -2.3% | -3.2% |
| 7D | +0.1% | -1.2% | +1.3% | +0.6% |
| 30D | +15.4% | +3.2% | +12.2% | +14.3% |
| 3M | +6.6% | -1.1% | +7.7% | +7.0% |
| 6M | -11.3% | +25.0% | -36.3% | -18.0% |
| YTD | -47.7% | +27.9% | -75.6% | -52.1% |
| 1Y | -47.0% | +32.9% | -79.9% | -52.3% |
| 3Y | -29.9% | +78.8% | -108.7% | -45.1% |
| All | -29.9% | +75.0% | -104.9% | -45.1% |
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