+9.1%
EQT vs ITUB
+30.9%
-21.8%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.7% | -2.1% | +0.5% |
| 7D | -1.2% | +1.0% | -2.1% | -1.2% |
| 30D | +1.1% | +10.7% | -9.6% | +0.8% |
| 3M | +4.8% | +10.1% | -5.3% | +4.4% |
| 6M | -10.6% | -0.1% | -10.5% | -10.5% |
| YTD | +3.4% | +18.4% | -15.0% | -0.5% |
| All | +9.1% | +30.9% | -21.8% | +1.1% |
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