+207.6%
ITUB vs RACE
+783.2%
-575.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.9% | -1.9% | -2.4% |
| 7D | 0.0% | -2.6% | +2.6% | +1.0% |
| 30D | +2.6% | -1.1% | +3.7% | +2.9% |
| 3M | +8.4% | +12.5% | -4.1% | +3.2% |
| 6M | -0.5% | +17.4% | -18.0% | -7.1% |
| YTD | +15.3% | +10.1% | +5.2% | +9.9% |
| 1Y | +28.7% | -15.1% | +43.9% | +34.1% |
| 3Y | +118.7% | +38.9% | +79.7% | +78.5% |
| 5Y | +182.7% | +90.7% | +92.0% | +94.1% |
| 10Y | +207.6% | +801.8% | -594.3% | +2.0% |
| All | +207.6% | +783.2% | -575.6% | +2.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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