+992.0%
ASX vs ITUB
+197.6%
+794.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.8% | +6.3% | +4.4% |
| 7D | +11.1% | 0.0% | +11.1% | +11.1% |
| 30D | +9.6% | +2.6% | +7.0% | +8.5% |
| 3M | +18.6% | +8.4% | +10.2% | +15.6% |
| 6M | +92.1% | -0.5% | +92.7% | +91.9% |
| YTD | +158.5% | +15.3% | +143.2% | +147.7% |
| 1Y | +271.9% | +28.7% | +243.2% | +244.8% |
| 3Y | +465.2% | +118.7% | +346.6% | +343.5% |
| 5Y | +479.4% | +182.7% | +296.8% | +306.3% |
| 10Y | +992.0% | +207.6% | +784.4% | +575.7% |
| All | +992.0% | +197.6% | +794.4% | +575.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling