-26.8%
INTU vs DOCU
+94.9%
-121.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.3% | +3.4% |
| 7D | +8.7% | -3.7% | +12.4% | +10.2% |
| 30D | +25.9% | +15.0% | +10.9% | +19.7% |
| 3M | +10.7% | +39.9% | -29.2% | -2.0% |
| 6M | -11.6% | +66.2% | -77.7% | -26.0% |
| YTD | -45.4% | +17.7% | -63.1% | -50.5% |
| 1Y | -45.2% | +13.7% | -58.9% | -50.1% |
| All | -26.8% | +94.9% | -121.7% | -46.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling