-8.3%
INTU vs DOCN
+171.0%
-179.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +2.8% | -6.2% | -3.9% |
| 7D | -7.1% | +1.1% | -8.2% | -7.3% |
| 30D | +1.5% | -9.6% | +11.1% | +2.6% |
| 3M | +10.7% | -37.7% | +48.4% | +18.5% |
| 6M | -23.8% | +115.2% | -139.1% | -41.0% |
| YTD | -49.3% | +133.7% | -183.0% | -61.9% |
| 1Y | -49.7% | +250.2% | -299.8% | -66.3% |
| 3Y | -38.0% | +320.3% | -358.3% | -63.6% |
| 5Y | -38.7% | +53.1% | -91.8% | -57.4% |
| All | -8.3% | +171.0% | -179.3% | -39.6% |
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 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