-59.6%
MSTR vs ITUB
+28.5%
-88.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.8% | 0.0% | -1.4% |
| 7D | +7.7% | 0.0% | +7.7% | +7.8% |
| 30D | +36.3% | +2.6% | +33.8% | +34.4% |
| 3M | +13.4% | +8.4% | +5.0% | +8.2% |
| 6M | -4.5% | -0.5% | -4.0% | -4.6% |
| YTD | -12.7% | +15.3% | -27.9% | -17.8% |
| 1Y | -59.6% | +28.7% | -88.3% | -64.8% |
| All | -59.6% | +28.5% | -88.1% | -64.8% |
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