+504.3%
MUU vs ITUB
+9.0%
+495.3%
-68.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.0% | +3.3% | -17.3% | -15.8% |
| 7D | -35.9% | -1.6% | -34.2% | -35.3% |
| 30D | -47.1% | -26.6% | -20.5% | -38.4% |
| 3M | -29.8% | -11.1% | -18.8% | -34.2% |
| 6M | +16.0% | -13.1% | +29.1% | +14.3% |
| YTD | +286.1% | +3.9% | +282.2% | +272.4% |
| 1Y | +504.3% | +9.8% | +494.6% | +409.3% |
| All | +504.3% | +9.0% | +495.3% | +409.3% |
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 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