+209.1%
INTU vs ENB
+94.4%
+114.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.8% | +3.5% | +1.2% |
| 7D | -9.2% | -4.6% | -4.6% | -7.4% |
| 30D | -7.0% | -5.2% | -1.8% | -5.0% |
| 3M | +10.5% | -13.4% | +23.9% | +17.1% |
| 6M | -30.6% | -7.8% | -22.8% | -28.9% |
| YTD | -52.3% | +4.9% | -57.2% | -54.1% |
| 1Y | -51.8% | +3.2% | -55.1% | -53.4% |
| 3Y | -41.8% | +71.0% | -112.8% | -56.1% |
| 5Y | -42.8% | +64.0% | -106.8% | -56.0% |
| All | +209.1% | +94.4% | +114.7% | +102.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded ENB 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling