+588.3%
AXTI vs ITUB
+1,957.2%
-1,369.0%
-94.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +2.7% | -8.8% | -6.9% |
| 7D | +15.1% | +1.0% | +14.2% | +14.8% |
| 30D | -12.3% | +10.7% | -23.0% | -14.9% |
| 3M | -24.1% | +10.1% | -34.2% | -25.9% |
| 6M | +46.0% | -0.1% | +46.2% | +46.3% |
| YTD | +295.7% | +18.4% | +277.3% | +279.5% |
| 1Y | +1,825.6% | +31.3% | +1,794.3% | +1,706.0% |
| 3Y | +2,630.0% | +124.6% | +2,505.3% | +2,112.6% |
| 5Y | +601.0% | +192.0% | +409.0% | +418.4% |
| 10Y | +1,459.0% | +216.0% | +1,243.1% | +972.7% |
| All | +588.3% | +1,957.2% | -1,369.0% | +114.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling