+2,718.4%
EQIX vs ITUB
+1,902.7%
+815.7%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.8% | +2.9% | +0.9% |
| 7D | +2.3% | 0.0% | +2.3% | +2.3% |
| 30D | +0.4% | +2.6% | -2.1% | -0.5% |
| 3M | -1.1% | +8.4% | -9.5% | -3.6% |
| 6M | +11.5% | -0.5% | +12.0% | +10.8% |
| YTD | +38.2% | +15.3% | +22.9% | +31.3% |
| 1Y | +36.7% | +28.7% | +8.0% | +25.4% |
| 3Y | +44.1% | +118.7% | -74.6% | +11.8% |
| 5Y | +34.8% | +182.7% | -147.8% | -6.4% |
| 10Y | +248.8% | +207.6% | +41.2% | +103.7% |
| All | +2,718.4% | +1,902.7% | +815.7% | +989.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling