+365.3%
BLDR vs ITUB
+724.3%
-359.0%
-96.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +2.0% | -6.8% | -5.9% |
| 7D | -0.3% | +8.2% | -8.6% | -4.5% |
| 30D | -16.2% | +4.7% | -20.9% | -18.5% |
| 3M | -14.4% | +13.0% | -27.4% | -20.3% |
| 6M | -32.8% | +4.2% | -37.0% | -34.8% |
| YTD | -39.2% | +18.6% | -57.7% | -45.1% |
| 1Y | -57.7% | +31.3% | -88.9% | -64.0% |
| 3Y | -55.3% | +124.9% | -180.1% | -72.1% |
| 5Y | +15.6% | +195.6% | -180.0% | -42.3% |
| 10Y | +359.8% | +196.4% | +163.4% | +88.5% |
| All | +365.3% | +724.3% | -359.0% | -3.1% |
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