+18.5%
GRMN vs ITUB
+30.8%
-12.3%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | 0.0% |
| 7D | -2.9% | +8.7% | -11.6% | -3.8% |
| 30D | -8.4% | -0.7% | -7.7% | -8.4% |
| 3M | +15.0% | +7.8% | +7.2% | +12.8% |
| 6M | +11.2% | -3.4% | +14.6% | +10.4% |
| YTD | +37.7% | +16.3% | +21.4% | +38.6% |
| 1Y | +18.5% | +29.8% | -11.4% | +21.9% |
| All | +18.5% | +30.8% | -12.3% | +21.9% |
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