+116.4%
DOCN vs ITUB
+9.0%
+107.4%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.2% | +3.3% | -10.4% | -7.8% |
| 7D | -20.0% | -1.6% | -18.4% | -19.7% |
| 30D | -38.8% | -26.6% | -12.2% | -35.3% |
| 3M | -34.8% | -11.1% | -23.7% | -35.2% |
| 6M | -22.8% | -13.1% | -9.7% | -22.3% |
| YTD | +74.6% | +3.9% | +70.7% | +65.0% |
| 1Y | +116.4% | +9.8% | +106.7% | +89.9% |
| All | +116.4% | +9.0% | +107.4% | +89.9% |
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