+182.7%
ITUB vs URA
+132.7%
+50.0%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.3% | -1.4% | -2.5% |
| 7D | 0.0% | +5.7% | -5.7% | -1.2% |
| 30D | +2.6% | +5.6% | -3.0% | +1.3% |
| 3M | +8.4% | +6.2% | +2.2% | +6.5% |
| 6M | -0.5% | -8.2% | +7.7% | +0.3% |
| YTD | +15.3% | +9.7% | +5.6% | +12.1% |
| 1Y | +28.7% | +17.0% | +11.7% | +22.5% |
| 3Y | +118.7% | +118.5% | +0.2% | +77.7% |
| 5Y | +182.7% | +134.3% | +48.3% | +119.7% |
| All | +182.7% | +132.7% | +50.0% | +119.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 5y: compounded portfolio wealth divided by compounded URA 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…
5y analysis · Full analysis span regression · 6 months rolling