+250.7%
HOOD vs ITUB
+158.8%
+91.9%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.9% | -1.2% | -1.7% |
| 7D | +17.1% | +8.7% | +8.4% | +12.3% |
| 30D | +31.6% | -0.7% | +32.3% | +32.1% |
| 3M | +38.2% | +7.8% | +30.5% | +32.9% |
| 6M | +48.5% | -3.4% | +51.9% | +51.6% |
| YTD | +8.0% | +16.3% | -8.3% | +0.7% |
| 1Y | +18.7% | +29.8% | -11.2% | +4.9% |
| 3Y | +999.1% | +111.1% | +888.0% | +688.1% |
| 5Y | +181.7% | +173.6% | +8.1% | +78.8% |
| All | +250.7% | +158.8% | +91.9% | +121.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling