+196.4%
ITUB vs SUI
+104.3%
+92.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.5% | +3.5% | +2.5% |
| 7D | +8.2% | -3.1% | +11.4% | +9.4% |
| 30D | +4.7% | -2.3% | +7.0% | +5.5% |
| 3M | +13.0% | -2.8% | +15.8% | +13.7% |
| 6M | +4.2% | -12.4% | +16.5% | +8.5% |
| YTD | +18.6% | -3.3% | +21.9% | +19.1% |
| 1Y | +31.3% | -5.8% | +37.1% | +32.8% |
| 3Y | +124.9% | +12.5% | +112.4% | +109.6% |
| 5Y | +195.6% | -32.9% | +228.5% | +229.9% |
| 10Y | +196.4% | +104.4% | +92.0% | +134.8% |
| All | +196.4% | +104.3% | +92.0% | +134.8% |
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