+86.1%
HUT vs ITUB
+186.4%
-100.3%
-95.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.8% | -0.8% | -1.5% |
| 7D | +18.9% | 0.0% | +18.9% | +19.1% |
| 30D | +12.0% | +2.6% | +9.4% | +9.2% |
| 3M | -14.9% | +8.4% | -23.3% | -19.6% |
| 6M | +96.8% | -0.5% | +97.3% | +99.1% |
| YTD | +108.8% | +15.3% | +93.5% | +92.3% |
| 1Y | +227.4% | +28.7% | +198.7% | +175.9% |
| 3Y | +760.3% | +118.7% | +641.6% | +390.9% |
| 5Y | +86.1% | +182.7% | -96.6% | -12.4% |
| All | +86.1% | +186.4% | -100.3% | -12.4% |
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 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