+89.5%
DOCU vs ITUB
+77.0%
+12.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.2% | +2.1% | +0.1% |
| 7D | -3.4% | +4.9% | -8.2% | -3.8% |
| 30D | +9.3% | -27.2% | +36.5% | +12.3% |
| 3M | +30.2% | -6.1% | +36.3% | +29.5% |
| 6M | +62.1% | -10.7% | +72.8% | +62.0% |
| YTD | +13.5% | +5.5% | +8.0% | +7.4% |
| 1Y | +11.5% | +7.8% | +3.7% | +4.9% |
| 3Y | +89.5% | +75.0% | +14.5% | +69.6% |
| All | +89.5% | +77.0% | +12.5% | +69.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling