+1,668.5%
LITE vs ITUB
+120.6%
+1,548.0%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.9% | +4.9% | +4.4% |
| 7D | -1.5% | +8.7% | -10.2% | -5.6% |
| 30D | +6.7% | -0.7% | +7.3% | +6.7% |
| 3M | -6.8% | +7.8% | -14.5% | -10.2% |
| 6M | +29.4% | -3.4% | +32.9% | +31.2% |
| YTD | +139.1% | +16.3% | +122.8% | +123.9% |
| 1Y | +521.0% | +29.8% | +491.2% | +455.8% |
| All | +1,668.5% | +120.6% | +1,548.0% | +1,187.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling