-32.7%
IBIT vs ITUB
+31.4%
-64.1%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | +0.1% |
| 7D | -3.2% | +2.2% | -5.4% | -4.1% |
| 30D | +22.0% | +12.6% | +9.3% | +16.4% |
| 3M | +21.4% | +6.4% | +15.0% | +18.3% |
| 6M | +9.2% | +0.6% | +8.6% | +8.2% |
| YTD | -11.8% | +18.8% | -30.7% | -17.8% |
| 1Y | -32.7% | +31.0% | -63.7% | -39.6% |
| All | -32.7% | +31.4% | -64.1% | -39.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling