+1,563.7%
META vs INTU
+645.2%
+918.6%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.5% | -2.0% | -0.3% |
| 7D | +2.9% | +8.7% | -5.8% | -1.5% |
| 30D | -15.1% | +25.9% | -40.9% | -25.1% |
| 3M | +7.2% | +10.7% | -3.5% | -0.2% |
| 6M | +3.4% | -11.6% | +15.0% | +4.2% |
| YTD | -4.3% | -45.4% | +41.1% | +23.3% |
| 1Y | +0.8% | -45.2% | +46.0% | +29.2% |
| 3Y | +102.2% | -26.5% | +128.7% | +107.0% |
| 5Y | +89.4% | -40.7% | +130.1% | +114.8% |
| 10Y | +426.7% | +267.2% | +159.5% | +121.4% |
| All | +1,563.7% | +645.2% | +918.6% | +422.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling