+65.7%
ENTG vs ITUB
+9.0%
+56.7%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | +3.3% | -9.7% | -7.2% |
| 7D | -10.3% | -1.6% | -8.7% | -10.0% |
| 30D | -14.4% | -26.6% | +12.3% | -8.0% |
| 3M | -1.1% | -11.1% | +10.0% | -2.1% |
| 6M | +3.0% | -13.1% | +16.1% | +2.9% |
| YTD | +70.1% | +3.9% | +66.2% | +54.1% |
| 1Y | +65.7% | +9.8% | +56.0% | +39.6% |
| All | +65.7% | +9.0% | +56.7% | +39.6% |
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 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