-42.6%
INTU vs EQIX
+31.3%
-73.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.7% | -1.6% |
| 7D | -8.5% | +2.3% | -10.8% | -9.4% |
| 30D | -6.1% | +0.4% | -6.6% | -6.6% |
| 3M | +7.3% | -1.1% | +8.4% | +7.0% |
| 6M | -33.2% | +11.5% | -44.7% | -37.8% |
| YTD | -52.2% | +38.2% | -90.4% | -60.6% |
| 1Y | -52.7% | +36.7% | -89.3% | -60.9% |
| 3Y | -41.6% | +44.1% | -85.7% | -55.4% |
| 5Y | -42.6% | +34.8% | -77.5% | -57.7% |
| All | -42.6% | +31.3% | -73.9% | -57.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling