+94.7%
INTU vs DOCU
+104.4%
-9.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | -1.2% | -3.4% | +2.1% | -0.1% |
| 30D | +12.4% | +9.3% | +3.2% | +9.4% |
| 3M | +2.3% | +30.2% | -27.9% | -6.1% |
| 6M | -13.3% | +62.1% | -75.4% | -25.6% |
| YTD | -47.9% | +13.5% | -61.4% | -50.2% |
| 1Y | -47.2% | +11.5% | -58.7% | -49.4% |
| 3Y | -33.9% | +89.5% | -123.4% | -49.2% |
| 5Y | -41.3% | -69.6% | +28.3% | -33.8% |
| All | +94.7% | +104.4% | -9.7% | +21.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 10y: compounded portfolio wealth divided by compounded DOCU 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…
10y analysis · Full analysis span regression · 6 months rolling