+13.8%
AVTR vs ITUB
+31.4%
-17.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.8% | -0.5% |
| 7D | -1.1% | +2.2% | -3.3% | -1.1% |
| 30D | +6.3% | +12.6% | -6.3% | +6.3% |
| 3M | +53.3% | +6.4% | +46.9% | +52.6% |
| 6M | +78.6% | +0.6% | +78.1% | +78.1% |
| YTD | +29.2% | +18.8% | +10.4% | +31.2% |
| 1Y | +13.8% | +31.0% | -17.2% | +22.1% |
| All | +13.8% | +31.4% | -17.5% | +22.1% |
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 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