+159.3%
MP vs ITUB
+81.0%
+78.3%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.2% | +1.3% | +2.7% |
| 7D | +9.5% | +1.9% | +7.6% | +8.7% |
| 30D | -3.0% | -22.2% | +19.2% | +5.3% |
| 3M | -30.4% | +2.7% | -33.1% | -33.1% |
| 6M | -39.2% | -3.0% | -36.2% | -40.4% |
| YTD | -23.3% | +7.5% | -30.8% | -27.1% |
| 1Y | -32.6% | +10.5% | -43.1% | -36.7% |
| 3Y | +159.3% | +81.0% | +78.3% | +71.3% |
| All | +159.3% | +81.0% | +78.3% | +71.3% |
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 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