-42.8%
ETHA vs ITUB
+31.4%
-74.2%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.4% | +2.9% | +3.0% |
| 7D | +3.5% | +2.2% | +1.2% | +2.1% |
| 30D | +35.3% | +12.6% | +22.7% | +26.2% |
| 3M | +50.9% | +6.4% | +44.5% | +45.1% |
| 6M | +22.1% | +0.6% | +21.5% | +21.3% |
| YTD | -14.6% | +18.8% | -33.4% | -23.5% |
| 1Y | -42.8% | +31.0% | -73.8% | -53.4% |
| All | -42.8% | +31.4% | -74.2% | -53.4% |
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