+68.3%
HAL vs ITUB
+30.8%
+37.6%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.5% |
| 7D | +2.9% | +8.7% | -5.8% | +1.7% |
| 30D | +17.0% | -0.7% | +17.7% | +17.2% |
| 3M | -9.7% | +7.8% | -17.4% | -10.9% |
| 6M | +8.6% | -3.4% | +12.0% | +8.9% |
| YTD | +33.0% | +16.3% | +16.7% | +23.3% |
| 1Y | +68.3% | +29.8% | +38.5% | +46.2% |
| All | +68.3% | +30.8% | +37.6% | +46.2% |
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