+289.9%
BNY vs ITUB
+120.9%
+169.0%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.3% | 0.0% |
| 7D | -1.3% | +2.2% | -3.5% | -1.9% |
| 30D | -0.2% | +12.6% | -12.8% | -3.0% |
| 3M | +14.9% | +6.4% | +8.5% | +13.0% |
| 6M | +40.0% | +0.6% | +39.4% | +39.0% |
| YTD | +42.0% | +18.8% | +23.1% | +35.0% |
| 1Y | +56.9% | +31.0% | +25.8% | +45.0% |
| 3Y | +289.9% | +118.1% | +171.8% | +201.8% |
| All | +289.9% | +120.9% | +169.0% | +201.8% |
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