-86.5%
HTZ vs ITUB
+116.5%
-203.0%
-91.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.9% | +2.2% | +1.7% |
| 7D | +7.5% | +8.7% | -1.2% | +3.3% |
| 30D | +47.4% | -0.7% | +48.1% | +47.1% |
| 3M | -54.9% | +7.8% | -62.7% | -56.8% |
| 6M | -47.0% | -3.4% | -43.6% | -46.3% |
| YTD | -55.3% | +16.3% | -71.5% | -59.0% |
| 1Y | -57.6% | +29.8% | -87.5% | -63.8% |
| All | -86.5% | +116.5% | -203.0% | -92.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling