+661.2%
MU vs ITUB
+28.5%
+632.7%
-39.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -2.8% | +5.5% | +4.4% |
| 7D | +7.5% | 0.0% | +7.5% | +7.3% |
| 30D | +19.4% | +2.6% | +16.8% | +17.0% |
| 3M | +9.8% | +8.4% | +1.4% | +4.6% |
| 6M | +164.1% | -0.5% | +164.7% | +164.5% |
| YTD | +260.3% | +15.3% | +245.0% | +251.2% |
| 1Y | +661.2% | +28.7% | +632.5% | +580.5% |
| All | +661.2% | +28.5% | +632.7% | +580.5% |
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