-98.0%
FCUV vs ITUB
+9.0%
-107.0%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | +3.3% | -10.8% | -8.4% |
| 7D | -8.6% | -1.6% | -6.9% | -8.2% |
| 30D | -25.9% | -26.6% | +0.7% | -19.6% |
| 3M | -69.8% | -11.1% | -58.7% | -71.2% |
| 6M | -31.6% | -13.1% | -18.5% | -33.7% |
| YTD | -90.1% | +3.9% | -94.0% | -90.9% |
| 1Y | -98.0% | +9.8% | -107.7% | -98.2% |
| All | -98.0% | +9.0% | -107.0% | -98.2% |
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