+318.3%
INTC vs ITUB
+31.4%
+286.9%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.4% | +2.3% | +2.4% |
| 7D | +7.5% | +2.2% | +5.2% | +6.2% |
| 30D | +2.0% | +12.6% | -10.6% | -4.4% |
| 3M | -12.0% | +6.4% | -18.4% | -14.9% |
| 6M | +114.5% | +0.6% | +114.0% | +112.4% |
| YTD | +179.0% | +18.8% | +160.1% | +169.5% |
| 1Y | +318.3% | +31.0% | +287.3% | +305.7% |
| All | +318.3% | +31.4% | +286.9% | +305.7% |
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