+176.3%
ITUB vs WING
+620.3%
-443.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | 0.0% | +2.2% | +2.2% |
| 7D | +1.9% | -2.5% | +4.4% | +2.1% |
| 30D | -22.2% | +29.5% | -51.7% | -24.5% |
| 3M | +2.7% | +40.2% | -37.5% | -1.6% |
| 6M | -3.0% | +32.7% | -35.7% | -7.1% |
| YTD | +7.5% | -32.8% | +40.3% | +10.3% |
| 1Y | +10.5% | -31.7% | +42.2% | +13.0% |
| 3Y | +81.0% | -24.7% | +105.7% | +75.4% |
| 5Y | +181.8% | -0.5% | +182.3% | +153.4% |
| All | +176.3% | +620.3% | -443.9% | +69.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING 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 WING 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