+267.2%
INTU vs DOC
+19.9%
+247.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.1% | +0.3% | +2.3% |
| 7D | +8.7% | +8.7% | -0.1% | +5.4% |
| 30D | +25.9% | +7.6% | +18.2% | +22.5% |
| 3M | +10.7% | -5.3% | +16.0% | +12.8% |
| 6M | -11.6% | +27.6% | -39.2% | -20.4% |
| YTD | -45.4% | +32.4% | -77.8% | -51.8% |
| 1Y | -45.2% | +22.9% | -68.1% | -50.3% |
| 3Y | -26.5% | +43.1% | -69.6% | -39.2% |
| 5Y | -40.7% | -21.4% | -19.3% | -36.9% |
| 10Y | +267.2% | +16.8% | +250.4% | +231.5% |
| All | +267.2% | +19.9% | +247.4% | +231.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling