+208.2%
ITUB vs BRKR
+155.3%
+52.8%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.6% | +0.4% |
| 7D | +2.2% | -8.7% | +10.9% | +4.0% |
| 30D | +12.6% | -9.9% | +22.5% | +14.7% |
| 3M | +6.4% | -3.1% | +9.5% | +5.8% |
| 6M | +0.6% | +45.5% | -44.9% | -8.8% |
| YTD | +18.8% | +13.7% | +5.2% | +12.8% |
| 1Y | +31.0% | +67.4% | -36.4% | +13.8% |
| 3Y | +118.1% | -13.2% | +131.3% | +108.7% |
| 5Y | +193.0% | -39.5% | +232.5% | +203.4% |
| All | +208.2% | +155.3% | +52.8% | +109.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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