+1,090.2%
ATI vs ITUB
+220.1%
+870.1%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.3% |
| 7D | -5.6% | +2.2% | -7.8% | -6.7% |
| 30D | -13.7% | +12.6% | -26.4% | -18.5% |
| 3M | -0.4% | +6.4% | -6.8% | -3.8% |
| 6M | +26.2% | +0.6% | +25.6% | +25.1% |
| YTD | +73.2% | +18.8% | +54.4% | +58.7% |
| 1Y | +161.6% | +31.0% | +130.6% | +128.3% |
| 3Y | +346.2% | +118.1% | +228.1% | +198.9% |
| 5Y | +1,047.6% | +193.0% | +854.6% | +533.5% |
| All | +1,090.2% | +220.1% | +870.1% | +490.9% |
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