-27.2%
INTU vs DOCN
+182.8%
-210.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -15.9% | +15.3% | +0.3% |
| 7D | +7.1% | -29.3% | +36.4% | +9.0% |
| 30D | +23.0% | -46.0% | +69.0% | +26.9% |
| 3M | +8.7% | -43.2% | +51.9% | +11.2% |
| 6M | -10.1% | -53.7% | +43.6% | -7.0% |
| YTD | -45.7% | +46.9% | -92.6% | -54.5% |
| 1Y | -45.1% | +54.3% | -99.4% | -54.5% |
| All | -27.2% | +182.8% | -210.0% | -49.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling