+71.2%
MSFU vs ITUB
+151.5%
-80.3%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.7% | -2.4% | -0.3% |
| 7D | -6.9% | +1.0% | -7.9% | -7.2% |
| 30D | -5.1% | +10.7% | -15.8% | -7.4% |
| 3M | +44.6% | +10.1% | +34.6% | +41.5% |
| 6M | +32.8% | -0.1% | +32.9% | +32.4% |
| YTD | -10.1% | +18.4% | -28.5% | -14.0% |
| 1Y | -19.4% | +31.3% | -50.7% | -24.8% |
| 3Y | +26.2% | +124.6% | -98.4% | +7.6% |
| All | +71.2% | +151.5% | -80.3% | +40.0% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling