+10,538.6%
DINO vs ITUB
+1,959.7%
+8,578.9%
-86.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.0% | +0.8% | +2.1% |
| 7D | +4.2% | +8.2% | -4.1% | +1.2% |
| 30D | +33.9% | +4.7% | +29.2% | +31.5% |
| 3M | +50.5% | +13.0% | +37.5% | +43.6% |
| 6M | +95.2% | +4.2% | +91.0% | +89.4% |
| YTD | +140.6% | +18.6% | +122.0% | +121.7% |
| 1Y | +119.0% | +31.3% | +87.7% | +93.8% |
| 3Y | +100.4% | +124.9% | -24.5% | +42.1% |
| 5Y | +324.6% | +195.6% | +129.0% | +161.0% |
| 10Y | +485.3% | +196.4% | +288.9% | +227.3% |
| All | +10,538.6% | +1,959.7% | +8,578.9% | +3,838.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling