+985.8%
ASX vs ITUB
+175.8%
+810.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.2% | -4.2% | -2.7% |
| 7D | +12.4% | +1.9% | +10.5% | +11.8% |
| 30D | -19.8% | -22.2% | +2.4% | -14.6% |
| 3M | -10.3% | +2.7% | -13.0% | -12.7% |
| 6M | +1.2% | -3.0% | +4.2% | +0.2% |
| YTD | +123.0% | +7.5% | +115.5% | +114.6% |
| 1Y | +145.4% | +10.5% | +135.0% | +134.0% |
| 3Y | +368.6% | +81.0% | +287.6% | +282.5% |
| 5Y | +486.0% | +181.8% | +304.2% | +306.2% |
| All | +985.8% | +175.8% | +810.0% | +597.9% |
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 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