-5.4%
INTU vs DOCN
+74.7%
-80.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.5% | -6.3% | -4.2% |
| 7D | +0.1% | -19.2% | +19.3% | +3.3% |
| 30D | +15.4% | -43.1% | +58.5% | +25.1% |
| 3M | +6.6% | -40.7% | +47.3% | +13.1% |
| 6M | -11.3% | -55.0% | +43.7% | -2.9% |
| YTD | -47.7% | +50.6% | -98.3% | -58.7% |
| 1Y | -47.0% | +54.0% | -101.0% | -58.5% |
| 3Y | -29.9% | +203.9% | -233.8% | -57.7% |
| 5Y | -42.2% | -29.4% | -12.8% | -56.9% |
| All | -5.4% | +74.7% | -80.1% | -34.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling