+171.2%
INTC vs ITUB
+120.9%
+50.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.4% | +2.3% | +2.5% |
| 7D | +7.5% | +2.2% | +5.2% | +6.5% |
| 30D | +2.0% | +12.6% | -10.6% | -2.7% |
| 3M | -12.0% | +6.4% | -18.4% | -14.2% |
| 6M | +114.5% | +0.6% | +114.0% | +113.2% |
| YTD | +179.0% | +18.8% | +160.1% | +165.1% |
| 1Y | +318.3% | +31.0% | +287.3% | +285.5% |
| 3Y | +171.2% | +118.1% | +53.1% | +125.3% |
| All | +171.2% | +120.9% | +50.3% | +125.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling