+57.4%
INTC vs ITUB
+9.0%
+48.3%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +3.3% | -7.0% | -4.8% |
| 7D | -39.0% | -1.6% | -37.4% | -38.5% |
| 30D | -49.8% | -26.6% | -23.2% | -45.5% |
| 3M | -42.2% | -11.1% | -31.2% | -43.1% |
| 6M | -39.2% | -13.1% | -26.1% | -39.2% |
| YTD | +57.9% | +3.9% | +54.0% | +45.3% |
| 1Y | +57.4% | +9.8% | +47.6% | +29.9% |
| All | +57.4% | +9.0% | +48.3% | +29.9% |
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 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