+47.4%
JHX vs ITUB
+9.1%
+38.3%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +3.3% | +5.0% | +7.3% |
| 7D | +13.3% | -1.6% | +14.9% | +13.8% |
| 30D | +17.1% | -26.6% | +43.7% | +27.2% |
| 3M | +4.1% | -11.0% | +15.1% | +3.8% |
| 6M | +48.5% | -13.0% | +61.5% | +48.7% |
| YTD | +42.3% | +3.9% | +38.4% | +41.0% |
| 1Y | +47.4% | +9.8% | +37.6% | +45.5% |
| All | +47.4% | +9.1% | +38.3% | +45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ITUB.
Daily Out/Under-Performance
Portfolio return minus ITUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITUB 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 1y: compounded portfolio wealth divided by compounded ITUB 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…
1y analysis · Full analysis span regression · 6 months rolling