+117.8%
AMDL vs ITUB
+62.9%
+54.9%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +2.0% | +9.7% | +9.8% |
| 7D | +19.9% | +8.2% | +11.7% | +10.9% |
| 30D | +6.3% | +4.7% | +1.6% | +1.2% |
| 3M | -9.9% | +13.0% | -22.9% | -19.1% |
| 6M | +394.3% | +4.2% | +390.1% | +381.7% |
| YTD | +257.3% | +18.6% | +238.7% | +230.6% |
| 1Y | +508.5% | +31.3% | +477.3% | +415.0% |
| All | +117.8% | +62.9% | +54.9% | +48.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling