+192.0%
ITUB vs WU
-51.6%
+243.6%
-31.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.7% | +3.4% | +2.9% |
| 7D | +1.0% | -5.0% | +5.9% | +2.0% |
| 30D | +10.7% | -2.3% | +13.0% | +11.2% |
| 3M | +10.1% | -3.2% | +13.3% | +9.4% |
| 6M | -0.1% | -25.0% | +24.9% | +5.8% |
| YTD | +18.4% | -21.7% | +40.1% | +23.6% |
| 1Y | +31.3% | -9.0% | +40.2% | +30.7% |
| 3Y | +124.6% | -28.9% | +153.5% | +136.8% |
| 5Y | +192.0% | -51.0% | +243.0% | +262.4% |
| All | +192.0% | -51.6% | +243.6% | +262.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling