+236.7%
INTU vs ITUB
+175.8%
+60.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.2% | -1.7% | +0.1% |
| 7D | +0.1% | +1.9% | -1.8% | -0.3% |
| 30D | +10.1% | -22.2% | +32.2% | +14.3% |
| 3M | -4.2% | +2.7% | -6.9% | -5.7% |
| 6M | -7.2% | -3.0% | -4.3% | -8.3% |
| YTD | -47.7% | +7.5% | -55.2% | -49.9% |
| 1Y | -46.7% | +10.5% | -57.2% | -49.3% |
| 3Y | -34.1% | +81.0% | -115.1% | -44.2% |
| 5Y | -43.3% | +181.8% | -225.1% | -57.7% |
| All | +236.7% | +175.8% | +60.9% | +151.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling