+33.2%
LNT vs ITUB
+186.2%
-152.9%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.3% | 0.0% |
| 7D | -1.0% | +2.2% | -3.3% | -1.3% |
| 30D | -4.2% | +12.6% | -16.9% | -5.4% |
| 3M | -6.7% | +6.4% | -13.1% | -7.3% |
| 6M | -3.6% | +0.6% | -4.2% | -3.9% |
| YTD | +5.9% | +18.8% | -13.0% | +3.4% |
| 1Y | +7.3% | +31.0% | -23.8% | +3.5% |
| 3Y | +46.5% | +118.1% | -71.6% | +32.9% |
| All | +33.2% | +186.2% | -152.9% | +18.5% |
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