+45.9%
HLT vs ITUB
+9.1%
+36.8%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +3.3% | +0.2% | +3.2% |
| 7D | +7.7% | -1.6% | +9.3% | +7.8% |
| 30D | +19.1% | -26.6% | +45.7% | +22.3% |
| 3M | +20.7% | -11.0% | +31.7% | +20.3% |
| 6M | +21.0% | -13.0% | +34.1% | +21.2% |
| YTD | +31.3% | +3.9% | +27.4% | +29.4% |
| 1Y | +45.9% | +9.8% | +36.1% | +41.9% |
| All | +45.9% | +9.1% | +36.8% | +41.9% |
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