+256.5%
INTU vs DOC
+14.9%
+241.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.2% | -0.3% | -0.4% |
| 7D | +7.1% | +6.2% | +0.9% | +4.8% |
| 30D | +23.0% | +6.5% | +16.5% | +20.2% |
| 3M | +8.7% | -6.2% | +14.9% | +11.2% |
| 6M | -10.1% | +25.6% | -35.7% | -18.6% |
| YTD | -45.7% | +32.1% | -77.8% | -52.0% |
| 1Y | -45.1% | +20.3% | -65.4% | -49.7% |
| 3Y | -26.9% | +42.7% | -69.6% | -39.4% |
| 5Y | -40.0% | -22.2% | -17.8% | -35.9% |
| All | +256.5% | +14.9% | +241.6% | +222.1% |
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