+179.3%
HOOD vs ITUB
+186.4%
-7.1%
-85.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.8% | +1.0% | -0.3% |
| 7D | +7.7% | 0.0% | +7.7% | +7.8% |
| 30D | +22.0% | +2.6% | +19.4% | +20.4% |
| 3M | +37.6% | +8.4% | +29.2% | +31.6% |
| 6M | +45.3% | -0.5% | +45.8% | +46.2% |
| YTD | +1.9% | +15.3% | -13.4% | -4.8% |
| 1Y | -2.7% | +28.7% | -31.4% | -13.9% |
| 3Y | +973.4% | +118.7% | +854.7% | +650.6% |
| 5Y | +179.3% | +182.7% | -3.4% | +69.6% |
| All | +179.3% | +186.4% | -7.1% | +69.6% |
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