+217.8%
INTU vs ITUB
+220.1%
-2.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +0.4% | +2.5% | +2.7% |
| 7D | -3.3% | +2.2% | -5.6% | -3.7% |
| 30D | -3.9% | +12.6% | -16.5% | -6.1% |
| 3M | +16.6% | +6.4% | +10.2% | +14.9% |
| 6M | -26.4% | +0.6% | -27.0% | -27.1% |
| YTD | -51.0% | +18.8% | -69.8% | -53.4% |
| 1Y | -50.8% | +31.0% | -81.8% | -54.2% |
| 3Y | -40.1% | +118.1% | -158.1% | -50.6% |
| 5Y | -41.2% | +193.0% | -234.2% | -55.9% |
| All | +217.8% | +220.1% | -2.3% | +124.9% |
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 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