+208.2%
ITUB vs UUUU
+465.5%
-257.3%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.0% | +5.4% | +1.0% |
| 7D | +2.2% | -10.5% | +12.7% | +3.5% |
| 30D | +12.6% | -10.5% | +23.1% | +13.9% |
| 3M | +6.4% | -14.1% | +20.5% | +7.7% |
| 6M | +0.6% | -35.5% | +36.1% | +4.4% |
| YTD | +18.8% | -10.9% | +29.8% | +17.5% |
| 1Y | +31.0% | +3.4% | +27.7% | +24.8% |
| 3Y | +118.1% | +73.1% | +44.9% | +85.2% |
| 5Y | +193.0% | +87.1% | +105.9% | +130.9% |
| All | +208.2% | +465.5% | -257.3% | +75.5% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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