-81.8%
HTZ vs ITUB
+85.0%
-166.9%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.4% | +1.4% | -9.8% | -8.9% |
| 7D | -14.6% | +3.7% | -18.3% | -15.8% |
| 30D | -20.8% | -24.1% | +3.3% | -12.7% |
| 3M | -18.8% | -9.6% | -9.2% | -17.8% |
| 6M | -74.7% | -11.6% | -63.1% | -74.1% |
| YTD | -68.1% | +5.5% | -73.6% | -70.1% |
| 1Y | -73.5% | +9.8% | -83.3% | -75.8% |
| 3Y | -81.8% | +84.7% | -166.5% | -88.2% |
| All | -81.8% | +85.0% | -166.9% | -88.2% |
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