-45.1%
INTU vs DOCN
+56.0%
-101.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -15.9% | +15.3% | -1.5% |
| 7D | +7.1% | -29.3% | +36.4% | +5.0% |
| 30D | +23.0% | -46.0% | +69.0% | +19.3% |
| 3M | +8.7% | -43.2% | +51.9% | +5.9% |
| 6M | -10.1% | -53.7% | +43.6% | -11.9% |
| YTD | -45.7% | +46.9% | -92.6% | -53.9% |
| 1Y | -45.1% | +54.3% | -99.4% | -53.9% |
| All | -45.1% | +56.0% | -101.1% | -53.9% |
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