+2,502.5%
LITE vs ITUB
+192.5%
+2,309.9%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | +2.0% | +9.1% | +10.5% |
| 7D | +12.6% | +8.2% | +4.4% | +10.0% |
| 30D | +9.9% | +4.7% | +5.2% | +8.2% |
| 3M | +9.3% | +13.0% | -3.7% | +5.4% |
| 6M | +75.2% | +4.2% | +71.1% | +73.1% |
| YTD | +165.5% | +18.6% | +146.9% | +153.3% |
| 1Y | +555.0% | +31.3% | +523.7% | +508.3% |
| 3Y | +1,870.5% | +124.9% | +1,745.6% | +1,476.0% |
| 5Y | +1,009.8% | +195.6% | +814.2% | +699.2% |
| 10Y | +2,502.5% | +196.4% | +2,306.1% | +1,682.7% |
| All | +2,502.5% | +192.5% | +2,309.9% | +1,682.7% |
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