+91.0%
DOCN vs ITUB
+8.3%
+82.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +2.2% | -6.3% | -4.5% |
| 7D | +19.1% | +1.9% | +17.2% | +18.7% |
| 30D | -21.0% | -22.2% | +1.2% | -18.2% |
| 3M | -34.7% | +2.7% | -37.5% | -38.1% |
| 6M | -45.8% | -3.0% | -42.8% | -47.3% |
| YTD | +79.4% | +7.5% | +71.9% | +74.1% |
| 1Y | +91.0% | +10.5% | +80.6% | +87.5% |
| All | +91.0% | +8.3% | +82.7% | +87.5% |
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