+69.7%
ITUB vs AHR
+356.1%
-286.4%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.2% | +0.6% |
| 7D | +2.2% | -2.1% | +4.3% | +2.7% |
| 30D | +12.6% | +1.9% | +10.7% | +12.1% |
| 3M | +6.4% | +15.7% | -9.2% | +2.5% |
| 6M | +0.6% | +2.5% | -1.9% | -0.4% |
| YTD | +18.8% | +15.0% | +3.8% | +14.5% |
| 1Y | +31.0% | +28.1% | +2.9% | +22.8% |
| All | +69.7% | +356.1% | -286.4% | +27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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