+379.6%
META vs INTU
+221.9%
+157.7%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.4% | +4.4% | +2.7% |
| 7D | +6.7% | -7.1% | +13.8% | +10.7% |
| 30D | +4.8% | +1.5% | +3.3% | +3.2% |
| 3M | -1.6% | +10.7% | -12.3% | -8.1% |
| 6M | -7.5% | -23.8% | +16.4% | +0.8% |
| YTD | -6.4% | -49.3% | +42.9% | +28.2% |
| 1Y | -17.3% | -49.7% | +32.3% | +12.9% |
| 3Y | +109.9% | -38.0% | +147.9% | +139.9% |
| 5Y | +65.4% | -38.7% | +104.1% | +84.0% |
| All | +379.6% | +221.9% | +157.7% | +114.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling