+58.8%
FDX vs ITUB
+8.1%
+50.7%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.4% | +0.4% |
| 7D | +0.5% | +4.9% | -4.4% | 0.0% |
| 30D | +9.5% | -27.2% | +36.8% | +13.0% |
| 3M | -1.3% | -6.1% | +4.8% | -2.8% |
| 6M | +5.5% | -10.7% | +16.2% | +4.9% |
| YTD | +38.9% | +5.5% | +33.4% | +33.0% |
| 1Y | +58.8% | +7.8% | +51.0% | +51.5% |
| All | +58.8% | +8.1% | +50.7% | +51.5% |
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