+231.5%
ITUB vs BBAI
-71.3%
+302.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBAI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.8% | -1.4% | +0.3% |
| 7D | +2.2% | -1.7% | +3.9% | +2.2% |
| 30D | +12.6% | -12.0% | +24.6% | +12.8% |
| 3M | +6.4% | -30.7% | +37.1% | +6.9% |
| 6M | +0.6% | -30.7% | +31.3% | +0.9% |
| YTD | +18.8% | -46.9% | +65.7% | +19.5% |
| 1Y | +31.0% | -41.1% | +72.1% | +31.5% |
| 3Y | +118.1% | +65.9% | +52.2% | +115.2% |
| 5Y | +193.0% | -70.9% | +263.9% | +196.4% |
| All | +231.5% | -71.3% | +302.8% | +235.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BBAI.
Daily Out/Under-Performance
Portfolio return minus BBAI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBAI 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 BBAI 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