+38.2%
AMC vs ITUB
+10.6%
+27.6%
-61.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +2.3% | +6.0% | +7.6% |
| 7D | +6.6% | +5.5% | +1.1% | +5.0% |
| 30D | +14.1% | -25.6% | +39.7% | +23.6% |
| 3M | +31.3% | -4.7% | +35.9% | +28.3% |
| 6M | +126.7% | -8.6% | +135.3% | +123.9% |
| YTD | +117.9% | +7.9% | +110.0% | +98.9% |
| All | +38.2% | +10.6% | +27.6% | +24.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling