+39.3%
ARES vs ITUB
+114.2%
-75.0%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.8% | -0.3% | -2.3% |
| 7D | -2.7% | 0.0% | -2.7% | -2.7% |
| 30D | -2.4% | +2.6% | -5.0% | -3.3% |
| 3M | +3.9% | +8.4% | -4.5% | +0.8% |
| 6M | +26.4% | -0.5% | +26.9% | +26.0% |
| YTD | -14.9% | +15.3% | -30.2% | -19.1% |
| 1Y | -20.4% | +28.7% | -49.1% | -27.2% |
| All | +39.3% | +114.2% | -75.0% | +1.3% |
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 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