+106.6%
ARMK vs ITUB
+182.0%
-75.4%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.2% | +1.3% | -0.5% |
| 7D | -0.7% | +4.9% | -5.6% | -1.6% |
| 30D | -1.3% | -27.2% | +25.9% | +4.1% |
| 3M | -2.5% | -6.1% | +3.6% | -3.3% |
| 6M | +20.8% | -10.7% | +31.5% | +21.0% |
| YTD | +48.2% | +5.5% | +42.7% | +42.1% |
| 1Y | +45.7% | +7.8% | +37.9% | +38.6% |
| 3Y | +96.6% | +75.0% | +21.6% | +62.4% |
| 5Y | +106.6% | +178.6% | -72.0% | +45.0% |
| All | +106.6% | +182.0% | -75.4% | +45.0% |
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