+149.1%
ARMK vs ITUB
+181.4%
-32.3%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.0% | -0.6% | +1.0% |
| 7D | +1.7% | +8.2% | -6.5% | -0.1% |
| 30D | +3.1% | +4.7% | -1.6% | +1.9% |
| 3M | +9.2% | +13.0% | -3.8% | +5.8% |
| 6M | +43.7% | +4.2% | +39.5% | +41.5% |
| YTD | +57.4% | +18.6% | +38.8% | +50.0% |
| 1Y | +51.9% | +31.3% | +20.6% | +40.7% |
| 3Y | +125.4% | +124.9% | +0.5% | +78.8% |
| 5Y | +149.1% | +195.6% | -46.5% | +76.6% |
| All | +149.1% | +181.4% | -32.3% | +76.6% |
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