+210.2%
INTU vs ENB
+102.2%
+108.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | -1.3% |
| 7D | -8.5% | -0.3% | -8.1% | -8.3% |
| 30D | -6.1% | -1.1% | -5.1% | -5.8% |
| 3M | +7.3% | -8.5% | +15.8% | +11.1% |
| 6M | -33.2% | -4.5% | -28.7% | -32.6% |
| YTD | -52.2% | +9.1% | -61.3% | -54.7% |
| 1Y | -52.7% | +8.0% | -60.6% | -55.0% |
| 3Y | -41.6% | +77.8% | -119.4% | -56.7% |
| 5Y | -42.6% | +69.4% | -112.0% | -56.5% |
| All | +210.2% | +102.2% | +108.0% | +99.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling