+949.2%
ATI vs ITUB
+181.1%
+768.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +2.2% | -5.9% | -4.4% |
| 7D | +4.2% | +1.9% | +2.3% | +3.5% |
| 30D | -2.5% | -22.2% | +19.6% | +4.0% |
| 3M | -19.4% | +2.7% | -22.1% | -22.9% |
| 6M | +11.1% | -3.0% | +14.0% | +8.2% |
| YTD | +59.5% | +7.5% | +52.0% | +50.1% |
| 1Y | +85.8% | +10.5% | +75.3% | +72.8% |
| 3Y | +311.9% | +81.0% | +230.9% | +214.8% |
| All | +949.2% | +181.1% | +768.1% | +553.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling