+46.5%
ETSY vs ITUB
+30.8%
+15.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.9% | -5.9% | -6.7% |
| 7D | -8.5% | +8.7% | -17.2% | -9.1% |
| 30D | -10.9% | -0.7% | -10.2% | -10.7% |
| 3M | +14.1% | +7.8% | +6.3% | +12.9% |
| 6M | +37.5% | -3.4% | +40.9% | +36.5% |
| YTD | +38.0% | +16.3% | +21.7% | +33.5% |
| 1Y | +46.5% | +29.8% | +16.7% | +37.9% |
| All | +46.5% | +30.8% | +15.8% | +37.9% |
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