+217.8%
INTU vs EQIX
+246.8%
-29.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.4% | +1.5% | +2.1% |
| 7D | -3.3% | +0.2% | -3.5% | -3.4% |
| 30D | -3.9% | -2.5% | -1.4% | -3.0% |
| 3M | +16.6% | 0.0% | +16.7% | +15.5% |
| 6M | -26.4% | +7.6% | -34.1% | -30.5% |
| YTD | -51.0% | +37.5% | -88.5% | -59.8% |
| 1Y | -50.8% | +32.9% | -83.7% | -59.0% |
| 3Y | -40.1% | +42.8% | -82.8% | -54.0% |
| 5Y | -41.2% | +35.8% | -77.0% | -54.4% |
| All | +217.8% | +246.8% | -29.0% | +62.9% |
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