+103.9%
INTU vs DOCU
+111.8%
-7.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.2% | +3.3% | +3.4% |
| 7D | +8.7% | -3.7% | +12.4% | +10.0% |
| 30D | +25.9% | +15.0% | +10.9% | +20.4% |
| 3M | +10.7% | +39.9% | -29.2% | -0.7% |
| 6M | -11.6% | +66.2% | -77.7% | -24.7% |
| YTD | -45.4% | +17.7% | -63.1% | -48.4% |
| 1Y | -45.2% | +13.7% | -58.9% | -47.9% |
| 3Y | -26.5% | +95.9% | -122.4% | -44.2% |
| 5Y | -40.7% | -71.7% | +31.0% | -31.9% |
| All | +103.9% | +111.8% | -7.9% | +25.7% |
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