+456.7%
AXTI vs ITUB
+9.0%
+447.7%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | +3.3% | -10.6% | -9.0% |
| 7D | -26.2% | -1.6% | -24.5% | -25.6% |
| 30D | -45.1% | -26.6% | -18.5% | -37.0% |
| 3M | -27.2% | -11.1% | -16.1% | -29.9% |
| 6M | -55.2% | -13.1% | -42.1% | -55.0% |
| YTD | +190.8% | +3.9% | +186.9% | +148.1% |
| 1Y | +456.7% | +9.8% | +446.9% | +321.7% |
| All | +456.7% | +9.0% | +447.7% | +321.7% |
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