-41.7%
INTU vs MET
+82.8%
-124.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -2.2% | -2.0% | -3.2% |
| 7D | -7.5% | +1.1% | -8.7% | -8.0% |
| 30D | -1.9% | -2.3% | +0.4% | -1.0% |
| 3M | +4.9% | +13.9% | -9.0% | -0.8% |
| 6M | -33.2% | +34.8% | -68.0% | -41.7% |
| YTD | -51.4% | +23.5% | -74.9% | -56.0% |
| 1Y | -52.0% | +23.4% | -75.4% | -56.6% |
| 3Y | -40.7% | +64.9% | -105.6% | -54.7% |
| 5Y | -41.7% | +82.0% | -123.8% | -56.4% |
| All | -41.7% | +82.8% | -124.5% | -56.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling