-90.5%
AMIX vs ITUB
+10.6%
-101.2%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | +2.3% | +9.5% | +13.3% |
| 7D | +1.2% | +5.5% | -4.3% | +4.7% |
| 30D | -45.3% | -25.6% | -19.8% | -57.3% |
| 3M | -83.1% | -4.7% | -78.4% | -82.5% |
| 6M | -76.9% | -8.6% | -68.2% | -78.1% |
| YTD | -85.3% | +7.9% | -93.2% | -87.0% |
| All | -90.5% | +10.6% | -101.2% | -91.7% |
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 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