+48.9%
HAS vs ITUB
+120.6%
-71.6%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.9% | +0.3% | -0.3% |
| 7D | -1.8% | +8.7% | -10.5% | -3.5% |
| 30D | +2.3% | -0.7% | +3.0% | +2.3% |
| 3M | +10.4% | +7.8% | +2.6% | +8.3% |
| 6M | -3.2% | -3.4% | +0.2% | -3.0% |
| YTD | +15.4% | +16.3% | -0.9% | +11.2% |
| 1Y | +18.8% | +29.8% | -11.0% | +11.5% |
| All | +48.9% | +120.6% | -71.6% | +29.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling