-47.0%
INTU vs DOCU
+10.1%
-57.1%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.7% | -2.1% | -2.7% |
| 7D | +0.1% | -5.5% | +5.7% | +4.0% |
| 30D | +15.4% | +12.6% | +2.8% | +6.7% |
| 3M | +6.6% | +36.4% | -29.8% | -14.2% |
| 6M | -11.3% | +66.8% | -78.1% | -37.9% |
| YTD | -47.7% | +13.5% | -61.2% | -56.6% |
| 1Y | -47.0% | +11.3% | -58.3% | -55.8% |
| All | -47.0% | +10.1% | -57.1% | -55.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling