-47.1%
OPEN vs ITUB
+30.8%
-77.9%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ITUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.5% | +1.1% |
| 7D | -4.3% | +8.7% | -13.0% | -8.9% |
| 30D | -16.2% | -0.7% | -15.5% | -16.1% |
| 3M | -36.4% | +7.8% | -44.2% | -39.8% |
| 6M | -35.5% | -3.4% | -32.0% | -35.3% |
| YTD | -46.0% | +16.3% | -62.2% | -53.1% |
| 1Y | -47.1% | +29.8% | -77.0% | -58.3% |
| All | -47.1% | +30.8% | -77.9% | -58.3% |
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