+475.0%
DINO vs ITUB
+220.1%
+254.9%
-77.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.4% | -0.3% | 0.0% |
| 7D | +2.3% | +2.2% | +0.1% | +1.5% |
| 30D | +22.6% | +12.6% | +10.0% | +17.6% |
| 3M | +55.2% | +6.4% | +48.8% | +51.4% |
| 6M | +93.8% | +0.6% | +93.2% | +90.6% |
| YTD | +139.5% | +18.8% | +120.7% | +120.5% |
| 1Y | +115.3% | +31.0% | +84.3% | +90.7% |
| 3Y | +98.8% | +118.1% | -19.3% | +42.0% |
| 5Y | +333.5% | +193.0% | +140.5% | +162.5% |
| All | +475.0% | +220.1% | +254.9% | +208.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling