-45.2%
INTU vs DOCN
+110.0%
-155.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -7.2% | +10.6% | +3.0% |
| 7D | +8.7% | -20.0% | +28.7% | +7.3% |
| 30D | +25.9% | -38.8% | +64.6% | +23.1% |
| 3M | +10.7% | -34.8% | +45.5% | +8.9% |
| 6M | -11.6% | -22.8% | +11.2% | -14.4% |
| YTD | -45.4% | +74.6% | -120.0% | -51.4% |
| 1Y | -45.2% | +116.4% | -161.7% | -51.6% |
| All | -45.2% | +110.0% | -155.3% | -51.6% |
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