-17.3%
META vs INTU
-49.4%
+32.1%
-32.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.4% | +4.4% | +1.2% |
| 7D | +6.7% | -7.1% | +13.8% | +7.1% |
| 30D | +4.8% | +1.5% | +3.3% | +4.6% |
| 3M | -1.6% | +10.7% | -12.3% | -2.3% |
| 6M | -7.5% | -23.8% | +16.4% | -7.1% |
| YTD | -6.4% | -49.3% | +42.9% | -1.5% |
| 1Y | -17.3% | -49.7% | +32.3% | -13.6% |
| All | -17.3% | -49.4% | +32.1% | -13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 1y: compounded portfolio wealth divided by compounded INTU 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…
1y analysis · Full analysis span regression · 6 months rolling