-27.2%
INTU vs DOCS
+50.6%
-77.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.3% | +3.8% | +0.2% |
| 7D | +7.1% | -1.3% | +8.5% | +7.3% |
| 30D | +23.0% | +19.4% | +3.6% | +19.4% |
| 3M | +8.7% | +53.4% | -44.7% | +0.8% |
| 6M | -10.1% | +28.8% | -38.9% | -15.0% |
| YTD | -45.7% | -25.1% | -20.6% | -45.6% |
| 1Y | -45.1% | -48.1% | +3.1% | -43.0% |
| All | -27.2% | +50.6% | -77.8% | -34.1% |
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