+6.5%
DRI vs ITUB
+30.8%
-24.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | -0.5% |
| 7D | +0.6% | +8.7% | -8.1% | -0.2% |
| 30D | +3.8% | -0.7% | +4.5% | +3.7% |
| 3M | +13.0% | +7.8% | +5.2% | +11.9% |
| 6M | +8.3% | -3.4% | +11.7% | +8.3% |
| YTD | +20.6% | +16.3% | +4.3% | +19.9% |
| 1Y | +6.5% | +29.8% | -23.4% | +3.3% |
| All | +6.5% | +30.8% | -24.3% | +3.3% |
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