+66.5%
DRI vs ITUB
+81.0%
-14.5%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.2% | -1.8% | +0.2% |
| 7D | +1.1% | +1.9% | -0.8% | +0.9% |
| 30D | +9.7% | -22.2% | +31.9% | +11.9% |
| 3M | +3.2% | +2.7% | +0.5% | +1.3% |
| 6M | +20.6% | -3.0% | +23.5% | +18.9% |
| YTD | +28.3% | +7.5% | +20.7% | +24.2% |
| 1Y | +34.5% | +10.5% | +24.1% | +29.5% |
| 3Y | +66.5% | +81.0% | -14.5% | +51.2% |
| All | +66.5% | +81.0% | -14.5% | +51.2% |
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