+232.7%
LITE vs ITUB
+9.0%
+223.7%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +3.3% | -11.1% | -8.8% |
| 7D | -31.4% | -1.6% | -29.8% | -31.1% |
| 30D | -42.6% | -26.6% | -16.0% | -37.2% |
| 3M | -26.2% | -11.1% | -15.1% | -27.4% |
| 6M | -35.8% | -13.1% | -22.7% | -35.6% |
| YTD | +70.0% | +3.9% | +66.2% | +55.7% |
| 1Y | +232.7% | +9.8% | +223.0% | +184.4% |
| All | +232.7% | +9.0% | +223.7% | +184.4% |
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