+237.9%
INTU vs ENB
+99.3%
+138.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.3% |
| 7D | -1.2% | -2.4% | +1.2% | -0.2% |
| 30D | +12.4% | +2.5% | +10.0% | +11.2% |
| 3M | +2.3% | -5.8% | +8.1% | +4.6% |
| 6M | -13.3% | -8.5% | -4.8% | -10.8% |
| YTD | -47.9% | +3.9% | -51.8% | -49.7% |
| 1Y | -47.2% | +3.7% | -50.8% | -49.0% |
| 3Y | -33.9% | +70.1% | -104.0% | -50.1% |
| 5Y | -41.3% | +53.2% | -94.5% | -53.5% |
| 10Y | +237.9% | +100.2% | +137.7% | +116.0% |
| All | +237.9% | +99.3% | +138.6% | +116.0% |
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