-1.2%
INTU vs DOCN
+102.5%
-103.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -7.2% | +10.6% | +4.6% |
| 7D | +8.7% | -20.0% | +28.7% | +12.5% |
| 30D | +25.9% | -38.8% | +64.6% | +35.2% |
| 3M | +10.7% | -34.8% | +45.5% | +16.1% |
| 6M | -11.6% | -22.8% | +11.2% | -14.7% |
| YTD | -45.4% | +74.6% | -120.0% | -57.7% |
| 1Y | -45.2% | +116.4% | -161.7% | -60.1% |
| 3Y | -26.5% | +239.3% | -265.9% | -56.2% |
| 5Y | -40.7% | -20.2% | -20.5% | -56.6% |
| All | -1.2% | +102.5% | -103.7% | -33.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling