+51.5%
HAS vs ITUB
+182.0%
-130.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.2% | +3.0% | +1.1% |
| 7D | +3.3% | +4.9% | -1.6% | +2.4% |
| 30D | +30.5% | -27.2% | +57.8% | +37.2% |
| 3M | +29.9% | -6.1% | +36.0% | +29.7% |
| 6M | +26.5% | -10.7% | +37.2% | +27.3% |
| YTD | +51.9% | +5.5% | +46.4% | +47.7% |
| 1Y | +60.9% | +7.8% | +53.1% | +55.6% |
| 3Y | +215.0% | +75.0% | +140.0% | +176.1% |
| 5Y | +51.5% | +178.6% | -127.1% | +19.2% |
| All | +51.5% | +182.0% | -130.5% | +19.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling