+93.7%
META vs INTU
-41.3%
+135.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.6% | -2.6% | -2.3% |
| 7D | -0.2% | -3.9% | +3.7% | +1.5% |
| 30D | -15.4% | +12.0% | -27.3% | -20.2% |
| 3M | +5.0% | +2.3% | +2.7% | +2.1% |
| 6M | +5.2% | -12.1% | +17.3% | +6.7% |
| YTD | -4.5% | -47.5% | +43.0% | +27.7% |
| 1Y | +0.6% | -46.9% | +47.5% | +33.0% |
| 3Y | +93.1% | -33.5% | +126.6% | +105.3% |
| 5Y | +93.7% | -41.2% | +134.9% | +110.2% |
| All | +93.7% | -41.3% | +135.0% | +110.2% |
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