+1,697.9%
ITUB vs WCC
+6,235.4%
-4,537.5%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.7% | +3.8% | +2.8% |
| 7D | +1.9% | +9.9% | -8.1% | -1.6% |
| 30D | -22.2% | -8.4% | -13.7% | -20.8% |
| 3M | +2.7% | -10.3% | +13.0% | +4.7% |
| 6M | -3.0% | -10.5% | +7.5% | -2.0% |
| YTD | +7.5% | +32.2% | -24.7% | -6.7% |
| 1Y | +10.5% | +25.5% | -15.1% | -2.6% |
| 3Y | +81.0% | +134.7% | -53.7% | +15.0% |
| 5Y | +181.8% | +139.9% | +41.9% | +62.9% |
| 10Y | +170.2% | +433.5% | -263.3% | -3.3% |
| All | +1,697.9% | +6,235.4% | -4,537.5% | +270.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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