+68.5%
LIN vs ITUB
+181.1%
-112.6%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.2% | -1.5% | +0.4% |
| 7D | +2.1% | +1.9% | +0.2% | +1.8% |
| 30D | +6.8% | -22.2% | +28.9% | +9.8% |
| 3M | +10.4% | +2.7% | +7.7% | +8.8% |
| 6M | +3.2% | -3.0% | +6.1% | +2.3% |
| YTD | +24.6% | +7.5% | +17.1% | +20.7% |
| 1Y | +24.4% | +10.5% | +13.9% | +19.8% |
| 3Y | +36.7% | +81.0% | -44.3% | +19.5% |
| All | +68.5% | +181.1% | -112.6% | +33.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling