-40.1%
INTU vs EQX
+168.9%
-209.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.6% | +1.2% | +2.7% |
| 7D | -3.3% | -3.2% | -0.1% | -3.2% |
| 30D | -3.9% | +7.8% | -11.7% | -4.2% |
| 3M | +16.6% | +21.3% | -4.7% | +15.7% |
| 6M | -26.4% | -22.4% | -4.0% | -25.7% |
| YTD | -51.0% | -11.3% | -39.7% | -51.2% |
| 1Y | -50.8% | +13.5% | -64.3% | -51.9% |
| 3Y | -40.1% | +162.1% | -202.2% | -45.2% |
| All | -40.1% | +168.9% | -209.0% | -45.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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