+70.1%
INTU vs EQX
+226.7%
-156.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -5.1% | +4.7% | +0.1% |
| 7D | -9.2% | -7.0% | -2.1% | -8.6% |
| 30D | -7.0% | +4.8% | -11.9% | -7.5% |
| 3M | +10.5% | +25.6% | -15.1% | +7.9% |
| 6M | -30.6% | -25.8% | -4.7% | -29.3% |
| YTD | -52.3% | -12.7% | -39.6% | -52.5% |
| 1Y | -51.8% | +14.1% | -65.9% | -53.5% |
| 3Y | -41.8% | +165.7% | -207.6% | -50.3% |
| 5Y | -42.8% | +81.2% | -124.0% | -51.6% |
| All | +70.1% | +226.7% | -156.6% | +69.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling