+80.7%
FITB vs ITUB
+1,959.7%
-1,879.0%
-98.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.0% | -2.6% | -1.5% |
| 7D | +2.8% | +8.2% | -5.4% | -0.6% |
| 30D | -4.5% | +4.7% | -9.2% | -6.6% |
| 3M | +5.7% | +13.0% | -7.4% | -0.2% |
| 6M | +17.1% | +4.2% | +12.9% | +14.1% |
| YTD | +18.3% | +18.6% | -0.2% | +8.6% |
| 1Y | +23.9% | +31.3% | -7.4% | +8.3% |
| 3Y | +131.1% | +124.9% | +6.2% | +56.5% |
| 5Y | +71.1% | +195.6% | -124.5% | -1.9% |
| 10Y | +283.9% | +196.4% | +87.5% | +96.6% |
| All | +80.7% | +1,959.7% | -1,879.0% | -37.4% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling