+73.9%
ACWI vs ITUB
+81.0%
-7.1%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.2% | -2.4% | -0.7% |
| 7D | +2.4% | +1.9% | +0.6% | +2.1% |
| 30D | -1.7% | -22.2% | +20.5% | +2.3% |
| 3M | -3.9% | +2.7% | -6.6% | -6.5% |
| 6M | +0.8% | -3.0% | +3.8% | -0.8% |
| YTD | +11.0% | +7.5% | +3.5% | +6.6% |
| 1Y | +13.1% | +10.5% | +2.6% | +7.7% |
| 3Y | +73.9% | +81.0% | -7.1% | +45.9% |
| All | +73.9% | +81.0% | -7.1% | +45.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling