+236.7%
INTU vs EQIX
+293.0%
-56.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.8% | +2.2% | +1.3% |
| 7D | +0.1% | +4.1% | -4.0% | -1.9% |
| 30D | +10.1% | +5.8% | +4.3% | +6.5% |
| 3M | -4.2% | -1.4% | -2.8% | -4.7% |
| 6M | -7.2% | -1.2% | -6.0% | -8.9% |
| YTD | -47.7% | +39.6% | -87.3% | -58.0% |
| 1Y | -46.7% | +36.8% | -83.5% | -56.7% |
| 3Y | -34.1% | +47.3% | -81.3% | -50.7% |
| 5Y | -43.3% | +50.1% | -93.4% | -58.8% |
| All | +236.7% | +293.0% | -56.2% | +62.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EQIX.
Daily Out/Under-Performance
Portfolio return minus EQIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQIX 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 10y: compounded portfolio wealth divided by compounded EQIX 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…
10y analysis · Full analysis span regression · 6 months rolling