-55.4%
APP vs ITUB
+9.0%
-64.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +3.3% | +7.4% | +9.5% |
| 7D | +4.5% | -1.6% | +6.2% | +5.2% |
| 30D | -3.6% | -26.6% | +23.0% | +5.6% |
| 3M | -35.3% | -11.1% | -24.2% | -35.5% |
| 6M | -42.8% | -13.1% | -29.7% | -42.4% |
| YTD | -59.7% | +3.9% | -63.5% | -57.7% |
| 1Y | -55.4% | +9.8% | -65.1% | -55.2% |
| All | -55.4% | +9.0% | -64.4% | -55.2% |
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