-43.5%
INTU vs EQIX
+51.6%
-95.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.2% | -0.9% |
| 7D | -4.1% | +7.6% | -11.7% | -7.0% |
| 30D | +12.8% | +5.2% | +7.6% | +10.0% |
| 3M | +2.1% | +0.8% | +1.3% | +0.9% |
| 6M | -11.5% | +0.2% | -11.7% | -13.2% |
| YTD | -47.9% | +42.2% | -90.1% | -58.0% |
| 1Y | -47.7% | +34.7% | -82.4% | -56.6% |
| 3Y | -34.0% | +49.0% | -82.9% | -50.9% |
| 5Y | -43.5% | +52.8% | -96.4% | -59.2% |
| All | -43.5% | +51.6% | -95.1% | -59.2% |
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