+84.0%
AMD vs ITUB
+8.1%
+75.9%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +1.4% | +9.7% | +10.6% |
| 7D | -11.0% | +3.7% | -14.7% | -12.2% |
| 30D | -30.5% | -24.1% | -6.4% | -24.6% |
| 3M | -8.2% | -9.6% | +1.3% | -9.9% |
| 6M | +6.6% | -11.5% | +18.1% | +6.1% |
| YTD | +109.7% | +5.5% | +104.2% | +106.1% |
| All | +84.0% | +8.1% | +75.9% | +80.6% |
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