+29.8%
ITUB vs EVRG
+17.4%
+12.4%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EVRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.5% | -0.4% | -0.8% |
| 7D | +8.7% | +1.1% | +7.6% | +8.6% |
| 30D | -0.7% | -1.0% | +0.3% | -0.6% |
| 3M | +7.8% | +0.4% | +7.4% | +7.4% |
| 6M | -3.4% | -0.8% | -2.6% | -3.5% |
| YTD | +16.3% | +15.3% | +0.9% | +11.8% |
| 1Y | +29.8% | +17.9% | +11.9% | +21.0% |
| All | +29.8% | +17.4% | +12.4% | +21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EVRG.
Daily Out/Under-Performance
Portfolio return minus EVRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EVRG 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 EVRG 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