-40.7%
INTU vs EQIX
+43.2%
-83.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.5% | -4.6% | -4.2% |
| 7D | -7.5% | +1.3% | -8.9% | -7.7% |
| 30D | -1.9% | +0.3% | -2.3% | -2.1% |
| 3M | +4.9% | -1.6% | +6.4% | +4.8% |
| 6M | -33.2% | +12.2% | -45.4% | -35.8% |
| YTD | -51.4% | +38.0% | -89.4% | -56.4% |
| 1Y | -52.0% | +38.9% | -90.9% | -57.1% |
| 3Y | -40.7% | +43.8% | -84.5% | -47.5% |
| All | -40.7% | +43.2% | -83.8% | -47.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling