+310.8%
ITUB vs UUUU
-92.5%
+403.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +11.5% |
| 3M | +10.1% | -0.4% | +10.5% | +9.5% |
| 6M | -0.1% | -32.9% | +32.8% | +2.6% |
| YTD | +18.4% | -6.3% | +24.7% | +16.8% |
| 1Y | +31.3% | +7.9% | +23.4% | +25.9% |
| 3Y | +124.6% | +85.2% | +39.4% | +96.3% |
| 5Y | +192.0% | +97.0% | +95.0% | +143.0% |
| 10Y | +216.0% | +492.6% | -276.6% | +113.3% |
| All | +310.8% | -92.5% | +403.3% | +183.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling