+54.0%
DOCN vs ITUB
+8.7%
+45.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.4% | +1.1% | +2.3% |
| 7D | -19.2% | +3.7% | -22.8% | -19.7% |
| 30D | -43.1% | -24.1% | -19.0% | -40.5% |
| 3M | -40.7% | -9.6% | -31.2% | -41.2% |
| 6M | -55.0% | -11.5% | -43.5% | -54.9% |
| YTD | +50.6% | +5.5% | +45.1% | +44.4% |
| 1Y | +54.0% | +9.9% | +44.1% | +48.5% |
| All | +54.0% | +8.7% | +45.3% | +48.5% |
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