+93.5%
ARES vs ITUB
+185.6%
-92.2%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +2.7% | -5.5% | -3.6% |
| 7D | -7.7% | +1.0% | -8.7% | -8.0% |
| 30D | -8.7% | +10.7% | -19.4% | -11.5% |
| 3M | +2.8% | +10.1% | -7.2% | -0.5% |
| 6M | +23.1% | -0.1% | +23.2% | +22.5% |
| YTD | -17.3% | +18.4% | -35.7% | -21.9% |
| 1Y | -24.3% | +31.3% | -55.6% | -30.9% |
| 3Y | +34.9% | +124.6% | -89.7% | +3.5% |
| 5Y | +93.5% | +192.0% | -98.5% | +31.9% |
| All | +93.5% | +185.6% | -92.2% | +31.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling