-45.2%
INTU vs DOCS
-47.4%
+2.2%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +6.3% | -2.9% | +1.7% |
| 7D | +8.7% | +1.2% | +7.4% | +8.2% |
| 30D | +25.9% | +21.3% | +4.6% | +19.1% |
| 3M | +10.7% | +58.4% | -47.7% | -3.1% |
| 6M | -11.6% | +39.3% | -50.9% | -20.9% |
| YTD | -45.4% | -21.7% | -23.7% | -46.7% |
| 1Y | -45.2% | -47.3% | +2.1% | -42.7% |
| All | -45.2% | -47.4% | +2.2% | -42.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCS.
Daily Out/Under-Performance
Portfolio return minus DOCS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCS 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 DOCS 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