+896.2%
INFY vs ITUB
+1,964.7%
-1,068.5%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.4% | +1.1% | +1.4% |
| 7D | -5.4% | +2.2% | -7.6% | -6.1% |
| 30D | -9.9% | +12.6% | -22.5% | -13.2% |
| 3M | -4.6% | +6.4% | -11.0% | -6.9% |
| 6M | -18.5% | +0.6% | -19.1% | -19.4% |
| YTD | -36.5% | +18.8% | -55.4% | -40.7% |
| 1Y | -32.8% | +31.0% | -63.8% | -39.2% |
| 3Y | -32.2% | +118.1% | -150.3% | -48.8% |
| 5Y | -44.7% | +193.0% | -237.7% | -63.8% |
| 10Y | +82.3% | +217.1% | -134.8% | +0.6% |
| All | +896.2% | +1,964.7% | -1,068.5% | +192.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling