-66.4%
HUBS vs ITUB
+186.2%
-252.5%
-80.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.7% |
| 7D | -9.0% | +2.2% | -11.2% | -9.3% |
| 30D | +7.2% | +12.6% | -5.4% | +5.3% |
| 3M | +20.9% | +6.4% | +14.5% | +19.4% |
| 6M | -13.0% | +0.6% | -13.6% | -13.7% |
| YTD | -43.8% | +18.8% | -62.7% | -46.8% |
| 1Y | -54.6% | +31.0% | -85.7% | -58.2% |
| 3Y | -58.5% | +118.1% | -176.5% | -67.0% |
| All | -66.4% | +186.2% | -252.5% | -75.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling