+62.8%
META vs INTU
-38.8%
+101.6%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.4% | +4.4% | +2.6% |
| 7D | +6.7% | -7.1% | +13.8% | +10.2% |
| 30D | +4.8% | +1.5% | +3.3% | +3.4% |
| 3M | -1.6% | +10.7% | -12.3% | -7.4% |
| 6M | -7.5% | -23.8% | +16.4% | +0.7% |
| YTD | -6.4% | -49.3% | +42.9% | +28.3% |
| 1Y | -17.3% | -49.7% | +32.3% | +13.0% |
| 3Y | +109.9% | -38.0% | +147.9% | +135.7% |
| All | +62.8% | -38.8% | +101.6% | +70.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling