-41.7%
ACHR vs ITUB
+186.2%
-227.8%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.4% | +2.0% | +2.2% |
| 7D | -2.3% | +2.2% | -4.5% | -3.4% |
| 30D | -11.3% | +12.6% | -23.9% | -16.7% |
| 3M | +5.3% | +6.4% | -1.1% | +1.3% |
| 6M | -13.2% | +0.6% | -13.8% | -14.2% |
| YTD | -25.8% | +18.8% | -44.6% | -32.9% |
| 1Y | -34.3% | +31.0% | -65.3% | -43.4% |
| 3Y | -19.9% | +118.1% | -138.0% | -46.5% |
| All | -41.7% | +186.2% | -227.8% | -66.8% |
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