+81.0%
LTH vs ITUB
+9.0%
+72.0%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +3.3% | +3.1% | +6.2% |
| 7D | +9.9% | -1.6% | +11.5% | +9.9% |
| 30D | +18.3% | -26.6% | +44.9% | +19.5% |
| 3M | +5.9% | -11.1% | +17.0% | +4.0% |
| 6M | +80.3% | -13.1% | +93.4% | +77.4% |
| YTD | +78.3% | +3.9% | +74.4% | +68.5% |
| 1Y | +81.0% | +9.8% | +71.3% | +67.7% |
| All | +81.0% | +9.0% | +72.0% | +67.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling