+510.6%
AMDL vs ITUB
+28.5%
+482.0%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.0% | -2.8% | +8.8% | +9.2% |
| 7D | +29.0% | 0.0% | +29.0% | +28.6% |
| 30D | +19.1% | +2.6% | +16.5% | +14.5% |
| 3M | +1.8% | +8.4% | -6.6% | -6.4% |
| 6M | +374.4% | -0.5% | +374.9% | +378.1% |
| YTD | +278.9% | +15.3% | +263.6% | +299.2% |
| 1Y | +510.6% | +28.7% | +481.9% | +518.5% |
| All | +510.6% | +28.5% | +482.0% | +518.5% |
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