+190.8%
EQT vs ITUB
+186.2%
+4.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.4% | -2.0% | -1.7% |
| 7D | -2.0% | +2.2% | -4.2% | -2.5% |
| 30D | 0.0% | +12.6% | -12.6% | -2.8% |
| 3M | +5.9% | +6.4% | -0.5% | +4.1% |
| 6M | -14.8% | +0.6% | -15.4% | -15.5% |
| YTD | +1.8% | +18.8% | -17.1% | -4.1% |
| 1Y | +7.4% | +31.0% | -23.7% | -1.7% |
| 3Y | +33.6% | +118.1% | -84.5% | +3.4% |
| All | +190.8% | +186.2% | +4.6% | +90.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling