+53.9%
DOCN vs ITUB
+8.1%
+45.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.2% | +3.8% | +2.0% |
| 7D | -12.1% | +4.9% | -17.0% | -12.9% |
| 30D | -41.0% | -27.2% | -13.8% | -37.8% |
| 3M | -38.7% | -6.1% | -32.6% | -40.0% |
| 6M | -51.5% | -10.7% | -40.8% | -51.6% |
| YTD | +65.3% | +5.5% | +59.7% | +59.3% |
| 1Y | +53.9% | +7.8% | +46.1% | +49.3% |
| All | +53.9% | +8.1% | +45.8% | +49.3% |
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