+1,433.4%
INTU vs MET
+1,300.1%
+133.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.6% | -1.7% | -2.9% |
| 7D | -7.1% | +1.2% | -8.2% | -7.4% |
| 30D | +1.5% | +1.4% | 0.0% | +0.9% |
| 3M | +10.7% | +17.7% | -7.0% | +5.1% |
| 6M | -23.8% | +35.0% | -58.8% | -30.9% |
| YTD | -49.3% | +26.3% | -75.6% | -53.2% |
| 1Y | -49.7% | +22.8% | -72.5% | -53.2% |
| 3Y | -38.0% | +65.9% | -104.0% | -47.9% |
| 5Y | -38.7% | +85.4% | -124.1% | -50.5% |
| 10Y | +221.3% | +253.7% | -32.4% | +105.1% |
| All | +1,433.4% | +1,300.1% | +133.3% | +468.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling