+117.3%
ITUB vs WU
-29.2%
+146.4%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.7% | +3.4% | +2.8% |
| 7D | +1.0% | -5.0% | +5.9% | +1.7% |
| 30D | +10.7% | -2.3% | +13.0% | +11.0% |
| 3M | +10.1% | -3.2% | +13.3% | +9.4% |
| 6M | -0.1% | -25.0% | +24.9% | +4.3% |
| YTD | +18.4% | -21.7% | +40.1% | +22.3% |
| 1Y | +31.3% | -9.0% | +40.2% | +30.4% |
| All | +117.3% | -29.2% | +146.4% | +125.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling