+123.6%
HOOD vs ITUB
+139.3%
-15.7%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +2.2% | -6.5% | -5.3% |
| 7D | -3.8% | +1.9% | -5.7% | -4.6% |
| 30D | -23.0% | -22.2% | -0.8% | -14.5% |
| 3M | -21.6% | +2.7% | -24.4% | -25.0% |
| 6M | +1.4% | -3.0% | +4.4% | -0.3% |
| YTD | -31.2% | +7.5% | -38.7% | -35.4% |
| 1Y | -35.9% | +10.5% | -46.4% | -40.7% |
| 3Y | +836.9% | +81.0% | +755.9% | +596.1% |
| 5Y | +121.1% | +181.8% | -60.7% | +38.5% |
| All | +123.6% | +139.3% | -15.7% | +42.3% |
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