+25.7%
C vs ITUB
+8.3%
+17.4%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.2% | -2.2% | -0.5% |
| 7D | +4.2% | +1.9% | +2.3% | +3.7% |
| 30D | +2.0% | -22.2% | +24.2% | +6.8% |
| 3M | -10.1% | +2.7% | -12.8% | -14.7% |
| 6M | +1.0% | -3.0% | +3.9% | -2.5% |
| YTD | +8.5% | +7.5% | +1.0% | +4.1% |
| 1Y | +25.7% | +10.5% | +15.3% | +20.4% |
| All | +25.7% | +8.3% | +17.4% | +20.4% |
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