+43.9%
BNY vs ITUB
+9.1%
+34.9%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +3.3% | -1.0% | +2.0% |
| 7D | +2.8% | -1.6% | +4.4% | +2.9% |
| 30D | +6.7% | -26.6% | +33.3% | +9.1% |
| 3M | -2.2% | -11.0% | +8.8% | -2.9% |
| 6M | +16.8% | -13.0% | +29.8% | +16.2% |
| YTD | +33.9% | +3.9% | +30.0% | +30.4% |
| 1Y | +43.9% | +9.8% | +34.1% | +37.1% |
| All | +43.9% | +9.1% | +34.9% | +37.1% |
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 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