-38.1%
INTU vs DOCS
+9.5%
-47.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.8% | -0.6% | -2.9% |
| 7D | -7.1% | -1.4% | -5.7% | -6.9% |
| 30D | +1.5% | +21.8% | -20.4% | -2.3% |
| 3M | +10.7% | +27.3% | -16.6% | +5.8% |
| 6M | -23.8% | -0.3% | -23.5% | -25.1% |
| YTD | -49.3% | -40.5% | -8.8% | -47.1% |
| 1Y | -49.7% | -61.5% | +11.9% | -45.1% |
| All | -38.1% | +9.5% | -47.6% | -41.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling