+139.2%
ITUB vs SUI
+118.5%
+20.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.5% | +2.8% | +1.9% |
| 7D | +3.7% | +6.2% | -2.5% | +1.6% |
| 30D | -24.1% | +8.6% | -32.7% | -26.2% |
| 3M | -9.6% | +1.0% | -10.5% | -10.0% |
| 6M | -11.5% | -2.6% | -8.9% | -11.2% |
| YTD | +5.5% | -0.1% | +5.6% | +4.8% |
| 1Y | +9.9% | +0.5% | +9.4% | +8.8% |
| 3Y | +84.8% | +15.3% | +69.5% | +71.0% |
| 5Y | +182.6% | -26.1% | +208.8% | +204.1% |
| All | +139.2% | +118.5% | +20.7% | +89.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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