+15.9%
D vs ITUB
+8.3%
+7.6%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.2% | -1.9% | +0.1% |
| 7D | -1.4% | +1.9% | -3.3% | -1.5% |
| 30D | +7.7% | -22.2% | +29.9% | +8.7% |
| 3M | -0.3% | +2.7% | -3.0% | -1.4% |
| 6M | +10.1% | -3.0% | +13.0% | +9.0% |
| YTD | +19.1% | +7.5% | +11.6% | +15.6% |
| 1Y | +15.9% | +10.5% | +5.4% | +11.8% |
| All | +15.9% | +8.3% | +7.6% | +11.8% |
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 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