+185.1%
ITUB vs UUUU
+88.5%
+96.6%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -6.3% | +9.0% | +3.3% |
| 7D | +1.0% | -5.0% | +6.0% | +1.4% |
| 30D | +10.7% | -7.8% | +18.5% | +11.4% |
| 3M | +10.1% | -0.4% | +10.5% | +9.5% |
| 6M | -0.1% | -32.9% | +32.8% | +2.4% |
| YTD | +18.4% | -6.3% | +24.7% | +17.2% |
| 1Y | +31.3% | +7.9% | +23.4% | +26.5% |
| 3Y | +124.6% | +85.2% | +39.4% | +98.4% |
| All | +185.1% | +88.5% | +96.6% | +139.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling