+146.6%
LPLA vs ITUB
+185.6%
-39.0%
-33.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.7% | -3.4% | -1.4% |
| 7D | -3.7% | +1.0% | -4.6% | -4.0% |
| 30D | -6.4% | +10.7% | -17.1% | -9.2% |
| 3M | +20.2% | +10.1% | +10.1% | +16.5% |
| 6M | +12.8% | -0.1% | +13.0% | +12.2% |
| YTD | -2.5% | +18.4% | -20.9% | -8.2% |
| 1Y | +1.9% | +31.3% | -29.3% | -7.3% |
| 3Y | +45.0% | +124.6% | -79.6% | +7.2% |
| 5Y | +146.6% | +192.0% | -45.4% | +53.3% |
| All | +146.6% | +185.6% | -39.0% | +53.3% |
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