+14,729.7%
INTU vs ENB
+9,748.8%
+4,980.9%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -2.5% | -1.2% | -2.9% |
| 7D | +0.1% | -5.2% | +5.3% | +1.9% |
| 30D | +15.4% | +2.2% | +13.2% | +14.6% |
| 3M | +6.6% | -8.1% | +14.6% | +9.3% |
| 6M | -11.3% | -11.2% | -0.1% | -8.4% |
| YTD | -47.7% | +2.0% | -49.7% | -48.6% |
| 1Y | -47.0% | +4.1% | -51.1% | -48.4% |
| 3Y | -29.9% | +64.7% | -94.7% | -41.7% |
| 5Y | -42.2% | +46.6% | -88.8% | -50.1% |
| 10Y | +251.7% | +102.7% | +149.0% | +165.3% |
| All | +14,729.7% | +9,748.8% | +4,980.9% | +5,513.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling