+95.0%
AMDL vs ITUB
+59.8%
+35.2%
-88.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | -0.9% | +10.0% | +10.0% |
| 7D | +4.5% | +8.7% | -4.2% | -3.9% |
| 30D | -4.4% | -0.7% | -3.7% | -4.4% |
| 3M | -30.5% | +7.8% | -38.3% | -34.7% |
| 6M | +300.9% | -3.4% | +304.3% | +317.2% |
| YTD | +219.9% | +16.3% | +203.7% | +201.1% |
| 1Y | +374.7% | +29.8% | +344.9% | +305.0% |
| All | +95.0% | +59.8% | +35.2% | +35.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling