+651.5%
ADI vs ITUB
+220.1%
+431.4%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.4% | +4.5% | +4.8% |
| 7D | +4.6% | +2.2% | +2.4% | +3.9% |
| 30D | -1.2% | +12.6% | -13.8% | -4.4% |
| 3M | -7.8% | +6.4% | -14.2% | -9.6% |
| 6M | +19.3% | +0.6% | +18.8% | +18.4% |
| YTD | +40.9% | +18.8% | +22.1% | +33.5% |
| 1Y | +54.5% | +31.0% | +23.5% | +42.4% |
| 3Y | +123.4% | +118.1% | +5.4% | +77.8% |
| 5Y | +142.3% | +193.0% | -50.7% | +71.3% |
| All | +651.5% | +220.1% | +431.4% | +389.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling