+1,172.1%
LITE vs ITUB
+85.1%
+1,087.0%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +1.4% | +4.3% | +5.2% |
| 7D | -35.9% | +3.7% | -39.6% | -36.8% |
| 30D | -51.5% | -24.1% | -27.4% | -47.3% |
| 3M | -35.7% | -9.6% | -26.2% | -36.2% |
| 6M | -43.0% | -11.5% | -31.4% | -42.7% |
| YTD | +46.1% | +5.5% | +40.6% | +36.0% |
| 1Y | +124.7% | +9.9% | +114.9% | +105.2% |
| 3Y | +1,172.1% | +84.8% | +1,087.3% | +859.1% |
| All | +1,172.1% | +85.1% | +1,087.0% | +859.1% |
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