+377.5%
ITUB vs WU
-21.6%
+399.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.5% | +4.5% | +3.3% |
| 7D | +8.2% | -0.8% | +9.1% | +8.7% |
| 30D | +4.7% | -1.1% | +5.8% | +5.1% |
| 3M | +13.0% | -1.8% | +14.8% | +10.3% |
| 6M | +4.2% | -23.9% | +28.1% | +16.9% |
| YTD | +18.6% | -20.4% | +39.0% | +28.8% |
| 1Y | +31.3% | -10.6% | +41.8% | +31.0% |
| 3Y | +124.9% | -27.7% | +152.6% | +143.7% |
| 5Y | +195.6% | -51.1% | +246.7% | +289.2% |
| 10Y | +196.4% | -40.7% | +237.1% | +223.7% |
| All | +377.5% | -21.6% | +399.1% | +301.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded WU 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling