+34.0%
DRI vs ITUB
+6.0%
+28.0%
-15.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.4% | +1.9% | -0.4% |
| 7D | -0.3% | +1.1% | -1.4% | -0.4% |
| 30D | +10.8% | -25.4% | +36.3% | +11.8% |
| 3M | +0.9% | -0.3% | +1.2% | -0.7% |
| 6M | +16.3% | -8.0% | +24.3% | +15.0% |
| YTD | +27.8% | +5.2% | +22.5% | +26.4% |
| All | +34.0% | +6.0% | +28.0% | +32.4% |
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