-40.7%
INTU vs DOCU
-71.6%
+30.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.3% | +3.4% |
| 7D | +8.7% | -3.7% | +12.4% | +10.1% |
| 30D | +25.9% | +15.0% | +10.9% | +20.0% |
| 3M | +10.7% | +39.9% | -29.2% | -1.5% |
| 6M | -11.6% | +66.2% | -77.7% | -25.6% |
| YTD | -45.4% | +17.7% | -63.1% | -48.9% |
| 1Y | -45.2% | +13.7% | -58.9% | -48.4% |
| 3Y | -26.5% | +95.9% | -122.4% | -45.9% |
| 5Y | -40.7% | -71.7% | +31.0% | -40.5% |
| All | -40.7% | -71.6% | +30.9% | -40.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling