+2,396.1%
MUU vs ITUB
+77.3%
+2,318.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.4% | -1.5% | -1.5% |
| 7D | -8.2% | +2.2% | -10.4% | -11.3% |
| 30D | +10.2% | +12.6% | -2.4% | -6.2% |
| 3M | -26.5% | +6.4% | -32.9% | -31.9% |
| 6M | +227.2% | +0.6% | +226.6% | +225.1% |
| YTD | +527.4% | +18.8% | +508.6% | +441.7% |
| 1Y | +1,843.7% | +31.0% | +1,812.7% | +1,373.5% |
| All | +2,396.1% | +77.3% | +2,318.8% | +1,220.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling