+32.0%
CTVA vs ITUB
+9.0%
+23.0%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.3% | -0.1% | +2.8% |
| 7D | +8.2% | -1.6% | +9.8% | +8.4% |
| 30D | -1.0% | -26.6% | +25.6% | +2.5% |
| 3M | +4.6% | -11.1% | +15.6% | +5.9% |
| 6M | +0.5% | -13.1% | +13.6% | +1.8% |
| YTD | +22.7% | +3.9% | +18.9% | +19.2% |
| 1Y | +32.0% | +9.8% | +22.2% | +26.4% |
| All | +32.0% | +9.0% | +23.0% | +26.4% |
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