+319.1%
DELL vs ITUB
+30.8%
+288.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +1.7% |
| 7D | +14.9% | +8.7% | +6.2% | +12.9% |
| 30D | +13.3% | -0.7% | +14.0% | +13.1% |
| 3M | +24.4% | +7.8% | +16.6% | +22.9% |
| 6M | +258.0% | -3.4% | +261.4% | +255.3% |
| YTD | +320.2% | +16.3% | +303.9% | +303.7% |
| 1Y | +319.1% | +29.8% | +289.2% | +296.9% |
| All | +319.1% | +30.8% | +288.3% | +296.9% |
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