-56.4%
MSTR vs ITUB
+30.8%
-87.2%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.9% | -0.5% | -0.9% |
| 7D | +12.2% | +8.7% | +3.5% | +7.5% |
| 30D | +45.2% | -0.7% | +45.9% | +45.5% |
| 3M | +10.4% | +7.8% | +2.6% | +5.7% |
| 6M | -2.5% | -3.4% | +0.9% | -1.5% |
| YTD | -6.0% | +16.3% | -22.3% | -12.1% |
| 1Y | -56.4% | +29.8% | -86.2% | -61.9% |
| All | -56.4% | +30.8% | -87.2% | -61.9% |
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