+9.2%
EQX vs ITUB
+9.1%
+0.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.8% | +3.3% | +9.5% | +11.4% |
| 7D | +7.6% | -1.6% | +9.2% | +8.5% |
| 30D | +0.4% | -26.6% | +27.0% | +13.0% |
| 3M | +18.0% | -11.0% | +29.0% | +17.5% |
| 6M | -18.4% | -13.0% | -5.3% | -17.7% |
| YTD | -19.3% | +3.9% | -23.2% | -20.3% |
| 1Y | +9.2% | +9.8% | -0.6% | +5.7% |
| All | +9.2% | +9.1% | +0.2% | +5.7% |
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 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