+2,587.6%
AXTI vs ITUB
+120.9%
+2,466.7%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | -0.1% |
| 7D | +5.1% | +2.2% | +2.9% | +3.5% |
| 30D | -17.5% | +12.6% | -30.1% | -24.1% |
| 3M | -26.7% | +6.4% | -33.1% | -28.9% |
| 6M | +36.8% | +0.6% | +36.2% | +36.2% |
| YTD | +296.1% | +18.8% | +277.3% | +263.7% |
| 1Y | +1,810.6% | +31.0% | +1,779.6% | +1,581.8% |
| 3Y | +2,587.6% | +118.1% | +2,469.5% | +1,836.8% |
| All | +2,587.6% | +120.9% | +2,466.7% | +1,836.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling