-49.7%
INTU vs DOC
+23.9%
-73.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.8% | -1.6% | -3.3% |
| 7D | -7.1% | -1.5% | -5.6% | -7.0% |
| 30D | +1.5% | -4.8% | +6.2% | +1.6% |
| 3M | +10.7% | +6.9% | +3.8% | +11.2% |
| 6M | -23.8% | +20.7% | -44.6% | -23.3% |
| YTD | -49.3% | +34.1% | -83.5% | -49.8% |
| 1Y | -49.7% | +22.6% | -72.3% | -49.6% |
| All | -49.7% | +23.9% | -73.5% | -49.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 1y: compounded portfolio wealth divided by compounded DOC 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…
1y analysis · Full analysis span regression · 6 months rolling