+103.0%
ITUB vs EQH
+234.7%
-131.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.0% | -0.2% |
| 7D | +2.2% | +0.7% | +1.5% | +1.9% |
| 30D | +12.6% | +2.8% | +9.8% | +11.1% |
| 3M | +6.4% | +23.1% | -16.7% | -3.3% |
| 6M | +0.6% | +41.4% | -40.8% | -14.3% |
| YTD | +18.8% | +14.3% | +4.6% | +10.7% |
| 1Y | +31.0% | +1.6% | +29.4% | +27.7% |
| 3Y | +118.1% | +102.7% | +15.4% | +47.1% |
| 5Y | +193.0% | +104.5% | +88.5% | +87.4% |
| All | +103.0% | +234.7% | -131.7% | -6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 all: compounded portfolio wealth divided by compounded EQH 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…
all analysis · Full analysis span regression · 6 months rolling