+91.5%
HALO vs ITUB
+9.0%
+82.5%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.3% | -1.9% | +1.4% |
| 7D | +0.2% | -1.6% | +1.9% | +0.2% |
| 30D | +20.3% | -26.6% | +47.0% | +19.6% |
| 3M | +56.6% | -11.1% | +67.7% | +54.9% |
| 6M | +101.9% | -13.1% | +114.9% | +100.4% |
| YTD | +93.7% | +3.9% | +89.8% | +96.2% |
| 1Y | +91.5% | +9.8% | +81.8% | +92.7% |
| All | +91.5% | +9.0% | +82.5% | +92.7% |
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