+1.3%
AXP vs ITUB
+30.7%
-29.4%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.0% | -2.0% | -0.6% |
| 7D | +0.6% | +8.2% | -7.7% | -1.7% |
| 30D | -4.3% | +4.7% | -9.0% | -5.7% |
| 3M | +4.7% | +13.0% | -8.3% | +0.7% |
| 6M | +9.0% | +4.2% | +4.8% | +7.0% |
| YTD | -11.1% | +18.6% | -29.7% | -15.1% |
| 1Y | +1.3% | +31.3% | -30.0% | -8.2% |
| All | +1.3% | +30.7% | -29.4% | -8.2% |
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 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