+357.3%
AMD vs ITUB
+81.0%
+276.3%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +2.2% | -10.9% | -9.5% |
| 7D | +18.9% | +1.9% | +17.0% | +18.1% |
| 30D | -6.4% | -22.2% | +15.7% | +0.3% |
| 3M | +10.6% | +2.7% | +7.9% | +4.8% |
| 6M | +19.9% | -3.0% | +22.8% | +16.6% |
| YTD | +149.4% | +7.5% | +141.9% | +138.2% |
| 1Y | +115.4% | +10.5% | +104.9% | +103.6% |
| 3Y | +357.3% | +81.0% | +276.3% | +257.7% |
| All | +357.3% | +81.0% | +276.3% | +257.7% |
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 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