-49.7%
INTU vs DOCN
+254.3%
-304.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.8% | -6.2% | -3.3% |
| 7D | -7.1% | +1.1% | -8.2% | -7.1% |
| 30D | +1.5% | -9.6% | +11.1% | +1.2% |
| 3M | +10.7% | -37.7% | +48.4% | +12.1% |
| 6M | -23.8% | +115.2% | -139.1% | -30.9% |
| YTD | -49.3% | +133.7% | -183.0% | -54.3% |
| 1Y | -49.7% | +250.2% | -299.8% | -56.7% |
| All | -49.7% | +254.3% | -304.0% | -56.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCN.
Daily Out/Under-Performance
Portfolio return minus DOCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCN 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 DOCN 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