-58.5%
HUBS vs ITUB
+120.9%
-179.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.8% |
| 7D | -9.0% | +2.2% | -11.2% | -9.0% |
| 30D | +7.2% | +12.6% | -5.4% | +7.4% |
| 3M | +20.9% | +6.4% | +14.5% | +20.8% |
| 6M | -13.0% | +0.6% | -13.6% | -13.0% |
| YTD | -43.8% | +18.8% | -62.7% | -45.8% |
| 1Y | -54.6% | +31.0% | -85.7% | -57.1% |
| 3Y | -58.5% | +118.1% | -176.5% | -67.1% |
| All | -58.5% | +120.9% | -179.3% | -67.1% |
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