+259.2%
ASX vs ITUB
+32.2%
+227.0%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.0% | +4.1% | +5.1% |
| 7D | +6.3% | +8.2% | -1.9% | +1.9% |
| 30D | +6.4% | +4.7% | +1.7% | +3.8% |
| 3M | +13.1% | +13.0% | +0.1% | +5.9% |
| 6M | +90.3% | +4.2% | +86.1% | +85.4% |
| YTD | +149.6% | +18.6% | +131.1% | +137.5% |
| All | +259.2% | +32.2% | +227.0% | +210.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling