+43.4%
EQX vs ITUB
+30.8%
+12.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.9% | -1.5% | -1.8% |
| 7D | -1.4% | +8.7% | -10.1% | -6.9% |
| 30D | +24.4% | -0.7% | +25.1% | +24.4% |
| 3M | +11.6% | +7.8% | +3.8% | +5.2% |
| 6M | -25.0% | -3.4% | -21.6% | -24.1% |
| YTD | -8.4% | +16.3% | -24.7% | -12.2% |
| 1Y | +43.4% | +29.8% | +13.6% | +25.0% |
| All | +43.4% | +30.8% | +12.6% | +25.0% |
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