-15.2%
BTDR vs ITUB
+31.4%
-46.6%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +0.4% | +3.4% | +3.4% |
| 7D | -3.4% | +2.2% | -5.6% | -5.3% |
| 30D | +32.6% | +12.6% | +20.0% | +19.9% |
| 3M | -32.2% | +6.4% | -38.6% | -35.0% |
| 6M | +52.4% | +0.6% | +51.8% | +52.3% |
| YTD | +6.7% | +18.8% | -12.2% | +2.7% |
| 1Y | -15.2% | +31.0% | -46.2% | -22.5% |
| All | -15.2% | +31.4% | -46.6% | -22.5% |
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