+1,218.2%
BE vs ITUB
+185.6%
+1,032.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.7% | -6.7% | -5.5% |
| 7D | +9.7% | +1.0% | +8.8% | +9.1% |
| 30D | +22.4% | +10.7% | +11.7% | +15.6% |
| 3M | +10.4% | +10.1% | +0.3% | +4.6% |
| 6M | +67.9% | -0.1% | +68.0% | +67.4% |
| YTD | +197.5% | +18.4% | +179.1% | +174.0% |
| 1Y | +310.6% | +31.3% | +279.3% | +261.7% |
| 3Y | +1,657.2% | +124.6% | +1,532.6% | +1,104.5% |
| 5Y | +1,218.2% | +192.0% | +1,026.2% | +642.8% |
| All | +1,218.2% | +185.6% | +1,032.5% | +642.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling