+13.8%
DBX vs ITUB
+186.2%
-172.3%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.4% | +1.1% | +1.4% |
| 7D | +2.1% | +2.2% | -0.1% | +1.7% |
| 30D | +5.7% | +12.6% | -6.9% | +3.7% |
| 3M | +31.8% | +6.4% | +25.4% | +30.1% |
| 6M | +37.5% | +0.6% | +36.9% | +36.6% |
| YTD | +27.9% | +18.8% | +9.1% | +22.7% |
| 1Y | +15.0% | +31.0% | -16.0% | +8.1% |
| 3Y | +27.2% | +118.1% | -90.9% | +7.6% |
| All | +13.8% | +186.2% | -172.3% | -10.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling