+400.1%
META vs INTU
+260.9%
+139.2%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.5% | -3.7% |
| 7D | -3.1% | +7.1% | -10.3% | -6.6% |
| 30D | -18.1% | +23.0% | -41.1% | -26.9% |
| 3M | +2.9% | +8.7% | -5.9% | -3.4% |
| 6M | +0.2% | -10.1% | +10.3% | +0.1% |
| YTD | -8.1% | -45.7% | +37.6% | +19.9% |
| 1Y | -4.5% | -45.1% | +40.6% | +23.3% |
| 3Y | +94.2% | -26.9% | +121.1% | +98.4% |
| 5Y | +79.1% | -40.0% | +119.0% | +101.1% |
| All | +400.1% | +260.9% | +139.2% | +120.4% |
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