+1,476.4%
INTU vs MET
+1,378.0%
+98.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.4% |
| 7D | -1.2% | +1.8% | -3.0% | -1.8% |
| 30D | +12.4% | +4.8% | +7.7% | +10.8% |
| 3M | +2.3% | +6.2% | -3.9% | +0.4% |
| 6M | -13.3% | +33.8% | -47.1% | -21.1% |
| YTD | -47.9% | +33.3% | -81.2% | -52.7% |
| 1Y | -47.2% | +36.3% | -83.5% | -52.3% |
| 3Y | -33.9% | +84.6% | -118.5% | -46.2% |
| 5Y | -41.3% | +87.7% | -129.0% | -52.7% |
| 10Y | +237.9% | +198.0% | +39.9% | +126.0% |
| All | +1,476.4% | +1,378.0% | +98.5% | +475.2% |
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