+262.1%
APH vs ITUB
+85.1%
+177.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +1.4% | +2.7% | +3.8% |
| 7D | -5.9% | +3.7% | -9.6% | -6.8% |
| 30D | -14.8% | -24.1% | +9.3% | -9.7% |
| 3M | -12.4% | -9.6% | -2.9% | -12.2% |
| 6M | +8.1% | -11.5% | +19.6% | +8.7% |
| YTD | +10.9% | +5.5% | +5.4% | +7.7% |
| 1Y | +8.8% | +9.9% | -1.1% | +4.6% |
| 3Y | +262.1% | +84.8% | +177.3% | +215.9% |
| All | +262.1% | +85.1% | +177.0% | +215.9% |
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