+1.5%
ABNB vs ITUB
+185.6%
-184.2%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.7% | -3.9% | -1.9% |
| 7D | -9.5% | +1.0% | -10.5% | -9.8% |
| 30D | -9.4% | +10.7% | -20.1% | -12.1% |
| 3M | +29.9% | +10.1% | +19.8% | +25.5% |
| 6M | +26.6% | -0.1% | +26.7% | +25.8% |
| YTD | +23.5% | +18.4% | +5.1% | +15.9% |
| 1Y | +35.8% | +31.3% | +4.6% | +22.8% |
| 3Y | +15.0% | +124.6% | -109.6% | -14.0% |
| 5Y | +1.5% | +192.0% | -190.5% | -35.3% |
| All | +1.5% | +185.6% | -184.2% | -35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ITUB.
Daily Out/Under-Performance
Portfolio return minus ITUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITUB 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 5y: compounded portfolio wealth divided by compounded ITUB 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…
5y analysis · Full analysis span regression · 6 months rolling