-24.4%
ISRG vs ITUB
+28.5%
-53.0%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.8% | +3.6% | +1.4% |
| 7D | -5.0% | 0.0% | -5.0% | -5.1% |
| 30D | -10.2% | +2.6% | -12.8% | -10.9% |
| 3M | -17.2% | +8.4% | -25.6% | -18.8% |
| 6M | -28.4% | -0.5% | -27.9% | -28.5% |
| YTD | -37.6% | +15.3% | -52.9% | -38.8% |
| 1Y | -24.4% | +28.7% | -53.2% | -30.2% |
| All | -24.4% | +28.5% | -53.0% | -30.2% |
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