+93.4%
META vs INTU
-27.0%
+120.4%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.5% | -3.5% | -3.9% |
| 7D | -3.1% | +7.1% | -10.3% | -4.4% |
| 30D | -18.1% | +23.0% | -41.1% | -21.7% |
| 3M | +2.9% | +8.7% | -5.9% | +0.5% |
| 6M | +0.2% | -10.1% | +10.3% | +1.2% |
| YTD | -8.1% | -45.7% | +37.6% | +10.9% |
| 1Y | -4.5% | -45.1% | +40.6% | +14.5% |
| All | +93.4% | -27.0% | +120.4% | +92.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling