-1.7%
INTU vs DOCN
+70.4%
-72.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -15.9% | +15.3% | +2.1% |
| 7D | +7.1% | -29.3% | +36.4% | +12.9% |
| 30D | +23.0% | -46.0% | +69.0% | +34.6% |
| 3M | +8.7% | -43.2% | +51.9% | +16.2% |
| 6M | -10.1% | -53.7% | +43.6% | -2.4% |
| YTD | -45.7% | +46.9% | -92.6% | -56.9% |
| 1Y | -45.1% | +54.3% | -99.4% | -57.1% |
| 3Y | -26.9% | +185.5% | -212.4% | -55.2% |
| 5Y | -40.0% | -31.1% | -8.9% | -55.0% |
| All | -1.7% | +70.4% | -72.1% | -31.6% |
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 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