+6,370.3%
AMD vs ITUB
+137.9%
+6,232.4%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +1.4% | +9.7% | +10.6% |
| 7D | -11.0% | +3.7% | -14.7% | -12.0% |
| 30D | -30.5% | -24.1% | -6.4% | -25.6% |
| 3M | -8.2% | -9.6% | +1.3% | -7.3% |
| 6M | +6.6% | -11.5% | +18.1% | +8.5% |
| YTD | +109.7% | +5.5% | +104.2% | +103.9% |
| 1Y | +88.9% | +9.9% | +79.1% | +81.2% |
| 3Y | +301.8% | +84.8% | +217.1% | +229.9% |
| 5Y | +229.4% | +182.6% | +46.7% | +134.0% |
| All | +6,370.3% | +137.9% | +6,232.4% | +4,742.4% |
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