+5.9%
GEN vs ITUB
+30.8%
-24.9%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.9% | -1.3% | -2.1% |
| 7D | -1.2% | +8.7% | -9.9% | -1.6% |
| 30D | +10.1% | -0.7% | +10.8% | +10.1% |
| 3M | +16.1% | +7.8% | +8.3% | +15.2% |
| 6M | +38.9% | -3.4% | +42.3% | +39.0% |
| YTD | +14.4% | +16.3% | -1.8% | +13.5% |
| 1Y | +5.9% | +29.8% | -24.0% | +3.0% |
| All | +5.9% | +30.8% | -24.9% | +3.0% |
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