+29.8%
ITUB vs BBIO
+44.0%
-14.2%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.7% |
| 7D | +8.7% | -2.3% | +11.0% | +9.1% |
| 30D | -0.7% | -8.7% | +8.0% | +0.6% |
| 3M | +7.8% | +11.2% | -3.4% | +5.1% |
| 6M | -3.4% | +12.5% | -15.9% | -5.9% |
| YTD | +16.3% | -2.2% | +18.4% | +14.1% |
| 1Y | +29.8% | +44.4% | -14.6% | +22.0% |
| All | +29.8% | +44.0% | -14.2% | +22.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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