+1,533.3%
LITE vs ITUB
+143.4%
+1,389.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +2.3% | +8.4% | +10.0% |
| 7D | -12.9% | +5.5% | -18.4% | -14.2% |
| 30D | -46.0% | -25.6% | -20.4% | -42.0% |
| 3M | -33.0% | -4.7% | -28.4% | -33.6% |
| 6M | -34.0% | -8.6% | -25.4% | -33.8% |
| YTD | +61.7% | +7.9% | +53.8% | +55.4% |
| 1Y | +148.3% | +11.2% | +137.1% | +136.5% |
| 3Y | +1,408.5% | +82.6% | +1,325.9% | +1,149.3% |
| 5Y | +546.2% | +192.7% | +353.5% | +358.0% |
| 10Y | +1,533.3% | +144.7% | +1,388.6% | +1,116.7% |
| All | +1,533.3% | +143.4% | +1,389.9% | +1,116.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling