+2.7%
META vs INTU
-47.4%
+50.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.7% | -0.1% | -0.8% |
| 7D | +3.1% | -4.1% | +7.2% | +3.2% |
| 30D | -18.2% | +12.8% | -31.1% | -18.7% |
| 3M | +7.8% | +2.1% | +5.7% | +7.7% |
| 6M | +3.6% | -11.5% | +15.1% | +3.3% |
| YTD | -5.3% | -47.9% | +42.6% | +2.8% |
| 1Y | +2.7% | -47.7% | +50.4% | +11.3% |
| All | +2.7% | -47.4% | +50.1% | +11.3% |
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 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