+66.3%
IBIT vs ITUB
+66.8%
-0.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.8% | +2.5% | +0.7% |
| 7D | +1.1% | 0.0% | +1.1% | +1.1% |
| 30D | +22.2% | +2.6% | +19.7% | +21.1% |
| 3M | +26.0% | +8.4% | +17.6% | +22.6% |
| 6M | +13.2% | -0.5% | +13.7% | +12.9% |
| YTD | -10.8% | +15.3% | -26.1% | -14.9% |
| 1Y | -29.9% | +28.7% | -58.7% | -35.4% |
| All | +66.3% | +66.8% | -0.5% | +41.1% |
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 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