+445.9%
ASX vs ITUB
+125.3%
+320.6%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +2.0% | +4.1% | +5.3% |
| 7D | +6.3% | +8.2% | -1.9% | +3.1% |
| 30D | +6.4% | +4.7% | +1.7% | +4.4% |
| 3M | +13.1% | +13.0% | +0.1% | +8.0% |
| 6M | +90.3% | +4.2% | +86.1% | +86.9% |
| YTD | +149.6% | +18.6% | +131.1% | +137.4% |
| 1Y | +249.2% | +31.3% | +217.9% | +221.3% |
| 3Y | +445.9% | +124.9% | +321.0% | +315.1% |
| All | +445.9% | +125.3% | +320.6% | +315.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling