-34.1%
INTU vs ETN
+65.2%
-99.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.7% | +2.1% | +0.4% |
| 7D | +0.1% | +3.6% | -3.6% | +0.1% |
| 30D | +10.1% | -13.4% | +23.5% | +10.3% |
| 3M | -4.2% | -21.9% | +17.7% | -3.5% |
| 6M | -7.2% | -12.8% | +5.5% | -8.0% |
| YTD | -47.7% | +12.1% | -59.8% | -52.6% |
| 1Y | -46.7% | +0.8% | -47.5% | -50.0% |
| 3Y | -34.1% | +64.5% | -98.5% | -53.4% |
| All | -34.1% | +65.2% | -99.3% | -53.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ETN.
Daily Out/Under-Performance
Portfolio return minus ETN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETN 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 3y: compounded portfolio wealth divided by compounded ETN 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…
3y analysis · Full analysis span regression · 6 months rolling