+89.4%
INTU vs DOCU
+80.0%
+9.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +3.7% | -7.1% | -4.5% |
| 7D | -7.1% | +6.9% | -14.0% | -9.1% |
| 30D | +1.5% | +19.0% | -17.5% | -4.1% |
| 3M | +10.7% | +34.3% | -23.6% | +0.6% |
| 6M | -23.8% | +48.0% | -71.9% | -32.5% |
| YTD | -49.3% | 0.0% | -49.3% | -49.6% |
| 1Y | -49.7% | -10.3% | -39.4% | -48.7% |
| 3Y | -38.0% | +32.4% | -70.4% | -46.9% |
| 5Y | -38.7% | -77.9% | +39.2% | -24.3% |
| All | +89.4% | +80.0% | +9.3% | +23.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling