+110.8%
EAT vs ITUB
+9.0%
+101.8%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +3.3% | +3.0% | +6.0% |
| 7D | -0.1% | -1.6% | +1.5% | 0.0% |
| 30D | +13.5% | -26.6% | +40.1% | +16.4% |
| 3M | +1.0% | -11.1% | +12.1% | -0.9% |
| 6M | +57.3% | -13.1% | +70.3% | +54.5% |
| YTD | +53.6% | +3.9% | +49.7% | +52.2% |
| 1Y | +110.8% | +9.8% | +101.1% | +123.2% |
| All | +110.8% | +9.0% | +101.8% | +123.2% |
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 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