+490.8%
LITE vs ITUB
+184.7%
+306.1%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +1.4% | +4.3% | +5.3% |
| 7D | -35.9% | +3.7% | -39.6% | -36.6% |
| 30D | -51.5% | -24.1% | -27.4% | -48.3% |
| 3M | -35.7% | -9.6% | -26.2% | -35.6% |
| 6M | -43.0% | -11.5% | -31.4% | -42.4% |
| YTD | +46.1% | +5.5% | +40.6% | +40.6% |
| 1Y | +124.7% | +9.9% | +114.9% | +113.8% |
| 3Y | +1,172.1% | +84.8% | +1,087.3% | +969.7% |
| All | +490.8% | +184.7% | +306.1% | +377.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling