+95.1%
META vs INTU
-29.7%
+124.8%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.8% | +4.6% | +1.6% |
| 7D | -0.8% | +0.1% | -0.9% | -0.9% |
| 30D | -15.4% | +15.4% | -30.8% | -18.1% |
| 3M | +3.5% | +6.6% | -3.1% | +1.5% |
| 6M | -0.3% | -11.3% | +11.0% | +0.8% |
| YTD | -7.3% | -47.7% | +40.4% | +12.6% |
| 1Y | -1.1% | -47.0% | +45.9% | +19.3% |
| 3Y | +95.1% | -29.9% | +125.0% | +95.8% |
| All | +95.1% | -29.7% | +124.8% | +95.8% |
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